Every preparer gets AI. The taxpayer file stays home.
Preparers work in the AI tools they already use. Proxara holds the taxpayer’s name, Social Security number, and account inside the firm, and lets the figures pass through so the return still gets done.
The return stays inside the firm.
When a preparer pastes a workpaper into ChatGPT, Proxara holds the taxpayer name, Social Security number, and EIN inside the firm. The figures and filing structure pass through, so the assistant stays useful, and a signed record builds for the annual review.
Workbooks and returns, redacted inside the firm.
A spreadsheet, a PDF return, or a Word memo is redacted inside the firm’s own AWS account before it reaches an AI tool. Identifiers come out of the real text, not a flattened image, and the figures stay.
The work the practice already runs through AI.
Four tasks a tax or accounting firm puts through AI every week, each held quietly to the firm’s own boundary.
Tax return review
Returns reviewed in AI without SSNs, EINs, or account numbers leaving the firm. Filing structure and figures pass through.
Taxpayer identity heldWorkpaper analysis
Workpapers and journal entries summarized in AI, with client names and entities held back from the prompt and restored on the response.
Client and entity protectedEngagement letters
Engagement letters and scope memos drafted in AI, with client identity, deal context, and pricing held inside the firm.
Confidential terms preservedDiligence
Diligence material run through AI with the target name and seller identity held back, while the financial structure passes through clean.
Deal confidentiality maintainedThe rule books a practice already answers to.
Proxara holds the confidential data inside the firm and builds a signed record, ready to reconcile against the standards below.
- IRS · §7216Tax return information held inside the firm before any prompt leaves, so the confidentiality the statute requires is preserved, with an inspectable record of what was held.
- FTC · Safeguards RuleTax preparers are financial institutions under the rule. The safeguards extend across the AI surface, with the logging an annual security review expects.
- AICPA · 1.700.001Confidential client information stays inside the firm, in keeping with the Code of Professional Conduct.
- SOC 2 · Trust ServicesConfidentiality and privacy evidence drawn from the signed audit chain, not reconstructed before the audit.
- ISO · 27001Information-security controls evidenced on the same chain, Ed25519-signed and anchored to a public transparency log.
- EU AI Act · Art 12Record-keeping logs retained automatically for the deployer obligations, where the firm operates in scope.
Built to hold up under the annual review.
Protected by default, proven on demand. The evidence the Safeguards Rule assumes and a SOC 2 examiner asks for builds on its own while the practice works.
Diligence-ready before the engagement.
The signed record Proxara builds is the package a peer reviewer asks for and the breach rule assumes. The documentation ships with the deployment, so it lands ahead of the next review cycle.
- Single-tenant deployment in the firm's own AWS account
- Slack and Teams escalation for partners
- Workbooks, PDFs, and returns redacted inside the firm
Ready before the review conversation.
The confidence you need to put AI to work without risk.
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