Free tool for accounting firms
Redact client data before you paste it into AI
Replace names, tax IDs, bank details, and other sensitive information with placeholders. Everything happens in your browser, and you can restore the original details when the response comes back.
What it checks
Built for the details accounting firms handle
General redaction tools often stop at email addresses and phone numbers. This tool also checks for structured accounting and financial identifiers.
Client identityEmail addresses, phone numbers, and clearly labeled client or vendor names.
Tax and government IDsSSNs, ITINs, EINs, PTINs, EFINs, and CAF numbers.
Financial detailsRouting numbers, payment cards, and labeled bank account numbers.
Accounting system IDsClient, invoice, check, QuickBooks, and Xero identifiers.
CredentialsAPI keys, bearer tokens, private keys, and database connection strings.
Your last check
The tool prepares. You sign off.
Redaction works on shape. Structured details such as SSNs, EINs, PTINs, routing and account numbers, emails, phone numbers, and API keys are matched reliably. A client’s name in the middle of a sentence has no shape, so it needs your eyes.
Read the output before you copy it. You know which details identify your client. The tool only knows which ones look like identifiers.
This reduces what you expose. It does not make text anonymous, and it is not a substitute for your firm’s WISP, your engagement terms, or legal advice.
How it works
Your client data stays on this page
The redactor runs locally in your browser. It does not send the text to Tidyflow, an analytics service, or another server.
Your replacement maps stay in memory for the current page. Refresh, close, or clear the page and they are gone.
The page does not include marketing analytics, and its security policy blocks network connections while you use the tool.
Check it yourself: open DevTools, choose Network, then redact and restore. The redactor sends no network request.
A provider promising client data is not used to train its models is still receiving that data. Not used to train does not mean the AI provider never receives it.
IRS Publication 4557 and the GLBA Safeguards Rule make protecting taxpayer and client information part of the firm’s professional duty and WISP.
Put it to work
Use the redactor in a real accounting workflow
These walkthroughs start with the spreadsheet or email already in front of you. Each one includes the fields to keep, an exact prompt for ChatGPT or Claude, and a review checklist.
Missing documents to follow-up emails
Draft one specific, reviewable message for every client row.
Client email thread to task list
Pull out owners, dates, dependencies, and questions with source quotes.
Workflow spreadsheet exception review
Find missing owners, stale work, duplicate rows, and inconsistent statuses.
Questions to ask before using AI
Client data redaction FAQ
Is this safe for client data?
The tool can help reduce exposure by replacing supported details locally. Review every result and decide what is appropriate to share.
Is the text still useful to AI?
Yes. Amounts, dates, accounting categories, and instructions remain unless they match a supported identifier.
What about ChatGPT Enterprise or a not-training promise?
A not-training promise governs one use of data. It does not mean the provider never receives the text.
Can the tool miss something?
Yes. Names in ordinary prose are uncertain, so read every result before copying.
Does the tool store anything?
It does not upload or save your text. Text and replacement maps exist only in the open page and clear on refresh, close, or Clear.
Put the clean handoff to work
Run your firm with less chasing
Turn reviewed AI output into organized jobs, clear responsibilities, and visible deadlines with Tidyflow.
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