For tax and accounting firms
Say yes to AI this tax season.
Blindfold takes the identity out of a tax return and keeps every number. Your team gets to use Claude, ChatGPT or Copilot on real returns, and your clients' names, SSNs and account numbers stay in your office.
What it does
Four things, done the same way every time.
Removes who. Keeps what.
Names, SSNs, EINs, addresses, phone numbers and account numbers are replaced with tokens. Amounts, lines and forms are untouched.
Works in your browser.
PDFs, scans and photos are read on your computer, including OCR. The return is never uploaded to a server.
Review before release.
The original and the clean copy sit side by side. A preparer confirms the review, and the release is logged for your firm.
Puts the names back.
A key that stays with you turns [PERSON_1] back into your client when the AI's answer comes home.
Who it's for
Anyone who handles a client's return and wants AI's help with it.
Why firms choose it
Clients pay for your judgment. Security is part of it.
You can say it out loud.
"We use AI, and your name and Social Security number never go into it." That is a sentence a client is glad to hear.
Your team gets hours back.
Once the identity is out, AI can summarize a return, flag items to review, draft the client letter and answer research questions in minutes.
You have a record.
Every release is logged with who reviewed it and what was removed, which fits neatly into your firm's written security plan.
Ask the AI things like
Blindfold is a tool for your firm's process, not a compliance guarantee. Automated detection can miss things, which is why every release gets a preparer's review. Your firm remains responsible for its obligations under IRC section 7216, the FTC Safeguards Rule and your professional standards.
You're the gatekeeper of your clients' data.
Manage it the right way, and let your team bring AI into this tax season.