Tax Practice Pack

For tax professionals who take client confidentiality seriously.

IRC §6713 imposes a strict-liability civil penalty of $250 per unauthorized disclosure of tax return information, with no intent required. Your clients' SSNs, returns, and financial records never leave your machine with Keepance. Want to verify it yourself? See exactly where your data goes.

Download free for 30 days

One-time perpetual license. 30-day free trial, no credit card. Try it in your browser first, or Reserve the $89 founding price →

IRC §6713: Strict-Liability Civil Penalty

A strict-liability civil penalty of $250 per unauthorized disclosure of tax return information, with no intent required, capped at $10,000 per calendar year. It applies to return preparers regardless of intent. Cloud AI with training opt-outs is not a safe harbor.

IRC §7216: Reinforcing Criminal Backstop

On top of the civil exposure, IRC §7216 makes knowing or reckless disclosure of client tax information a federal criminal misdemeanor.

FTC Safeguards Rule (16 CFR Part 314)

Tax preparers are covered as "financial institutions." The rule requires a Written Information Security Program, with no small-practitioner exemption. Local-first tools make that straightforward.

Ships with Professional

The Tax Practice Pack

5 workflow templates that produce drafts a licensed CPA or EA reviews, built for the documents tax professionals actually produce. The packs ship after review by practicing CPAs. The app trial is available right now; founding-list members get the packs first, at $89.

§7216 Disclosure Consent Template

A properly worded consent form for any situation where you need to share client tax information with a third party. Covers the specific statutory requirements.

1040 Pre-Review Checklist

Flags common preparation errors before you sign. Runs your return notes against IRS audit triggers and consistency checks.

Engagement Letter Builder

Generates a complete engagement letter from client name and scope of services. Addresses limitations of liability, fee structure, and document retention.

Tax Research Memo Drafter

Documents your position on a gray-area issue in a format that demonstrates reasonable cause. Citable, defensible, ready to attach to the file.

Client Document Inventory

Tracks what you've received vs. what's outstanding for each return. Sends a structured follow-up request with a list of missing items.

How it works

Your clients' financial data stays on your machine.

Want to verify it yourself? See exactly where your data goes.

Direct connection

When you run a workflow, the request goes from your machine to your AI provider. Keepance is never in the middle. No third-party server sees the data.

Files on disk

Every analysis saves as a plain Markdown file in a folder you control. Auditable, searchable, portable. Standard format that survives any software change.

Your keys, your costs

Bring your own Claude, OpenAI, or Gemini key. You control the API spend. Keepance charges once at purchase, never again.

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