This chatbot is an AI-powered tool designed to assist licensed tax professionals by providing general tax-related information and guidance. By using this system, you agree to the following terms:
This chatbot does not provide legal, tax, or financial advice. The responses are for informational and educational purposes only and are not a substitute for your own professional judgment, research, or review of applicable tax laws and guidance.
This AI tool is not a licensed tax practitioner and is not authorized to represent clients before the IRS or any taxing authority. It should not be used to prepare, file, or deliver client work or relied upon as final authority. This chatbot is intended solely for use by licensed tax professionals. By continuing, you confirm you are a credentialed practitioner and agree not to rely on this tool for consumer tax services or legal representation.
Responses are generated by artificial intelligence based on general knowledge and training data, which may be incomplete or outdated. Output may contain errors, omissions, or inaccuracies, including hallucinated sources or misinterpretations of tax law. You are solely responsible for verifying the information provided before applying it in practice.
Do not enter or upload personally identifiable information (PII), protected tax information (PTI), or confidential client data, such as Social Security Numbers, income amounts, or filing history. This system is not SOC 2 certified, does not retain sensitive information, and is not intended for handling protected client records.
The system does not train on your inputs, inputs are not used to improve future model performance. However, all interactions may be monitored for quality assurance and user experience improvements in accordance with our Privacy Policy.
Use of this chatbot does not fulfill any due diligence, documentation, or compliance obligations under Circular 230, AICPA standards, or IRS guidelines. This tool is intended for licensed professionals only who remain individually responsible for compliance with all applicable laws and ethical standards.
We take reasonable measures to comply with applicable state data privacy laws, including but not limited to:
If you are a resident of California, you have rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), including the right to know what personal information we collect, use, and disclose. This chatbot does not collect or retain personal information, and any data voluntarily submitted may be anonymized and used solely for platform improvement and usage metrics in accordance with our Privacy Policy.
We implement reasonable administrative, technical, and physical safeguards to protect from unauthorized access or use of any information processed on our system, as required by New York's SHIELD Act.
We aim to meet or exceed reasonable data protection expectations in all jurisdictions. Where applicable, users may exercise rights to access, correct, or delete their data under local privacy laws, though this platform does not intentionally collect or store such data.
By using this chatbot, you acknowledge that you understand and accept the limitations described above and agree not to rely solely on its outputs in making professional decisions.