Your offline copy. Remove client names, SSNs, and account numbers from your notes while keeping everything the tax law needs, all on this machine.
Automated redaction misses things, especially names, organizations, and addresses, which are matched by best-effort pattern recognition. You must read every result before it leaves this machine. This tool reduces the chance of leaking client PII; it does not replace your review, and it does not, by itself, make the data anonymous (amounts, dates, and patterns can still identify a client). For real client data, you remain the reviewer of record.
You paste text. The tool reads it on your own computer and looks for things that identify a person or business: names, Social Security and tax ID numbers, account numbers, emails, phone numbers, and addresses. It swaps each one for a neutral placeholder like [Person_1] or [SSN_1], and keeps a small private list (the "local key") matching each placeholder back to the real value. That list never leaves your machine.
You take the placeholder version to your firm-approved AI tool, get your answer, then paste the answer back here. The tool uses your key to put the real names back in, right in this browser.
What it catches reliably: structured items with a clear pattern, like SSNs, EINs, emails, phone
numbers, account numbers, and labeled ID / license / passport / policy numbers.
What it can miss: names, business names, and addresses are educated guesses, so it will
occasionally miss one or redact too much. That is why you read the result yourself before sharing.
What it does not do: it does not make the amounts and dates anonymous, and it does not decide
whether your AI tool is allowed to receive the data. Those are still your calls.
This key maps each token back to the real value. It lives only in this browser tab and never goes anywhere. Keep it with the client file. It's what you use below to bring the AI's answers back, swapping tokens like [Person_1] to the real names.
| Token | Type | Original value |
|---|