Keep client return data off AI servers this tax season.

    SSNs, EINs, account numbers, and client names become placeholders before anything leaves your computer. The protection log becomes one line in your WISP. You stay responsible for §7216; Saibre gives you a control you can document.

    Try the free plan first

    14-day money-back guarantee · Cancel anytime · Nothing you type is ever sent to Saibre

    The rule you're working under

    IRC §7216 restricts what a tax return preparer may disclose or use of a client's return information, with criminal penalties attached, and the IRS's written information security plan guidance (Publication 5708) expects preparers to document the safeguards they actually run. Typing a client's details into a consumer AI tool sends them to that tool's operator.

    Saibre keeps return identifiers out of AI tools mechanically: SSNs, EINs, account numbers, and enrolled client names become placeholders on your machine before anything leaves it. The protection log is a safeguard you can name in your WISP. You remain responsible for §7216 — this is a control you document, not an opinion you rely on.

    Sources

    What's at stake

    §7216 makes an unauthorized disclosure or use of return information a misdemeanor: up to one year in prison, a fine of up to $1,000, and the costs of prosecution, per offense. §6713 adds a civil penalty of $250 per disclosure, up to $10,000 a year — $1,000 and $50,000 when identity theft is involved.

    The IRS also expects every preparer to keep a written information security plan. A control you cannot document is a control you do not have; the protection log is the line item.

    Sources

    What the Tax pack adds

    Professional adds detection for SSNs, ITINs, EINs, PTIN, EFIN and CAF numbers, and routing numbers in return work, on top of Premium's personal identifiers (SSNs, account numbers, names in context, addresses, phone numbers). Enroll any client name or identifier and it is always masked; the pack works without enrollment.

    The log you can document

    Every masking event is written to a local log you own: what category was caught, when, and which placeholder replaced it — never the content itself. On Professional you can export it (CSV or JSON, unlimited retention) and file it as evidence that the control was active.

    What leaves your machine

    What you type — any AI app

    Explain the foreign tax credit for Luis Ortega, SSN 123-45-6789, phone 123-456-7890, who paid €4,200 of Spanish tax on rental income.

    What leaves your machine — rewritten on-device

    Explain the foreign tax credit for mask-pii-name, SSN mask-pii-ssn, phone mask-pii-phone, who paid €4,200 of Spanish tax on rental income.

    Names, numbers, and secrets become placeholders before the request leaves. The reply still reads naturally — it just never sees the real values.Animated example: a prompt containing a name and identifying numbers is typed on the left; the copy that leaves the machine, on the right, replaces each with a placeholder.

    Questions

    No tool can. Saibre keeps return identifiers out of AI tools mechanically and logs what it protected — a safeguard you can document in your WISP. The obligations stay yours.

    SSN detection ships in Premium and Professional; EINs, ITINs, and preparer numbers are part of the Tax pack in Professional; and anything you enroll is always masked.

    Files you upload to AI tools — PDF, Word, Excel, PowerPoint, CSV — are masked the same way your typed prompts are.

    No. Everything happens on your computer. There is no Saibre server in the path, and Saibre never receives your prompts, your files, or your secrets. Turn off Wi-Fi and it still masks.

    Free protection for keys and your three enrolled keywords continues. Paid features stop at the end of the billing period. Every paid plan has a 14-day money-back guarantee.

    Professional — $299/yr or $29.99/mo

    Recommended for client work

    Professional

    $299/yr

    or $29.99/mo

    2 months free on annual

    For regulated records: profession-specific detection plus the evidence an auditor accepts.

    Less than one billable hour a year.

    • Everything in Premium
    • All four profession packs — Health, Legal, Tax, Financial — detection built for the records each profession keeps
    • Exportable protection log (CSV/JSON, unlimited retention) for your WISP, risk analysis, or ethics file
    • Regulation-mapped coverage report
    • Priority support

    Checkout, then download. About two minutes.

    14-day money-back guarantee · Cancel anytime · Nothing you type is ever sent to Saibre

    Start with the free plan. Upgrade when it catches something.

    Two minutes to install. No account. Nothing you type is ever sent to Saibre.

    Download freeSee plans