AI for tax and accounting firms that protects client data.
Cut the document chasing and the repeat questions in busy season, without putting Social Security numbers and financial records into tools you have not vetted.
Truvaldi builds secure intake, client assistants, and follow-up automation for CPA and tax firms, with security review led by a CISSP-certified practitioner.
Where tax and accounting firms lose time and take on risk.
Busy season is a document-chasing problem
Missing W-2s, 1099s, and organizers arrive by email, text, photo, and portal. Staff spend hours sorting and chasing instead of preparing returns.
Clients ask the same questions every week
Deadlines, what to send, extension status, estimated payments. Each answer is simple and each one interrupts a preparer.
You hold some of the most sensitive data there is
Social Security numbers, bank details, and full financial histories make tax and accounting firms a steady target for fraud and phishing.
AI tools raise real questions
Is it allowed to put return information into an AI tool? Where does it go, and who can see it? The wrong answer can be a regulatory problem, not just an IT one.
Automation for the parts that do not need a CPA.
Routine intake, reminders, and questions are automated. Professional judgment stays with your people.
Client document intake and organizers
Secure upload and checklists that identify what is missing, recognize common tax documents, and flag gaps for staff before a preparer opens the file.
AI client assistant with guardrails
Answers routine questions about deadlines, what to send, and process, using your firm's own guidance, and hands anything that needs professional judgment to a person.
Follow-up and reminders
Automated nudges for missing documents, signature requests, and estimated payments, with opt-out handling and a human escalation path.
Internal knowledge base
A searchable assistant over your firm's procedures and checklists, so new seasonal staff find answers without interrupting a senior preparer.
Security program support
CISSP-led help documenting a Written Information Security Plan, reviewing vendors and tools, and mapping where client data lives, including any AI tools.
Website and local SEO
A fast, trustworthy firm website with proper local schema and honest, reviewable content.
Security obligations are part of the job.
These are the main frameworks we keep in view. They are a starting point, not legal advice, so confirm what applies to your firm with your own counsel or advisor.
Tax preparers are generally treated as financial institutions under the Gramm-Leach-Bliley Act. The Safeguards Rule calls for a written information security program, a designated Qualified Individual, a written risk assessment, access controls, encryption, multi-factor authentication, staff training, vendor oversight, and an incident response plan. It also includes a requirement to notify the FTC of certain events affecting a large number of consumers.
The IRS expects tax professionals to maintain a Written Information Security Plan and publishes guidance, including Publication 4557 on safeguarding taxpayer data and a WISP template.
Federal law restricts how tax return information can be used and disclosed by preparers. Whether sending return information to an AI vendor is allowed, or needs the client's consent, depends on the facts. Get advice before you do it.
Proven results across the Valley
Real numbers from production Truvaldi builds — not projections.
AI for CPA and tax firms: common questions.
Can a CPA or tax firm use AI tools with client data?
Sometimes, with care. You need to understand where the data goes, whether the vendor retains it or uses it for training, what security controls and contract terms apply, and whether federal restrictions on tax return information, such as Section 7216, affect the use. Many firms limit AI to approved tools and keep client identifiers out of everything else.
Do tax preparers need a written information security plan?
Yes. The FTC Safeguards Rule generally requires tax preparers to maintain a written information security program, and the IRS expects a Written Information Security Plan (WISP). The IRS provides guidance and a template.
Can AI answer client questions without giving tax advice?
It can handle routine, factual questions such as deadlines, what documents to send, and how your process works, using your firm's own guidance. Anything that requires professional judgment should go to a preparer, and the assistant should say clearly that it is automated.
What does it cost?
Every engagement starts with an audit. Single AI tool builds start at $1,500, website plus AI tool packages range from $5,000 to $15,000.
Do you give legal or tax advice?
No. We build and secure the technology. Your attorney or compliance advisor should review how any tool fits your obligations.
Start with an AI Growth Audit.
We map where intake and client questions are costing you time, and where client data is exposed, and give you a written roadmap, no obligation.