Tax, Receipt & Multi-Entity Vault
For solo CPAs, Enrolled Agents, and family offices safeguarding client tax documents under IRC § 7216 while automating receipt extraction, workpaper Q&A, and sensitive-field redaction.
A dedicated office appliance for CPAs, law firms, private-pay clinicians, and precision manufacturers. Prepare tax workpapers, medical chronologies, clinical notes, and defense proposals locally — with zero cloud subscriptions and zero outside data exposure.
Whisper-quiet workstation footprint · Hardware-encrypted storage · Designed for a partner’s credenza or wiring closet
Instead of a blank chat prompt, each Sovereign Appliance arrives configured for the documents, citations, and statutory duties of your practice.
For solo CPAs, Enrolled Agents, and family offices safeguarding client tax documents under IRC § 7216 while automating receipt extraction, workpaper Q&A, and sensitive-field redaction.
For private-pay therapists and personal injury or disability practices honoring HIPAA and ABA Formal Opinion 512 — turning recordings and medical files into page-cited timelines.
For Route 128 and nationwide machine shops reviewing DFARS, ITAR, and NIST SP 800-171 solicitation packages without uploading sensitive drawings to cloud portals.
Cloud AI vendors ask you to sign data-processing addenda and trust where your clients’ files travel. Sovereign removes the question altogether: it runs unplugged from the outside internet.
The internet port stays disconnected. Client tax returns, therapy notes, legal discovery, and defense drawings never leave your building — eliminating third-party cloud disclosure triggers.
Reads scanned PDFs, spreadsheets, and voice recordings entirely on its own internal processor and hardware-encrypted storage. Only you hold the physical recovery key.
No software to install on your team’s Macs or PCs. Drop files into a familiar office folder and review clean, page-cited results in your web browser.
Every suggestion cites its exact source page, flags discrepancies for human judgment, and — on Accounting and Legal editions — includes an optional, strictly separated personal folder for your own family’s school, camp, and medical forms.
| Document | Merchant & Date | Amount | Suggested Classification | Status |
|---|---|---|---|---|
| Staples_Sept14.pdf | Staples Business · Sep 14, 2026 | $318.40 | Office Supplies · 100% Deductible | Verified |
| BayState_Equipment_Scan.jpg | Bay State Tooling · Sep 28, 2026 | $4,850.00 | Section 179 Capital vs. Repair | Held · Exceeds $2,500 Rule |
Subjective: Patient describes four weeks of post-collision neck stiffness and interrupted sleep; prefers conservative physical therapy before imaging.
Plan: Continue twice-weekly mobilization; re-evaluate cervical range of motion in 14 days.
Surfaced 14 quality, cyber, and packaging obligations across a 118-page prime contractor RFP with exact page references.
Highlighted mandatory NADCAP heat-treatment certification on Sheet 3, Zone B4 before quoting.
Zero CUI or ITAR drawings uploaded to external cloud portals; tamper-evident local review log preserved on-device.
\\vaultbox.local\personal\forms\ with zero client data overlap.
Verified answers appear in sage green; missing items are highlighted gently in amber instead of guessed.
Every appliance arrives with a sealed physical recovery folio and woven office patch cord. Dream Beyond Ventures retains zero copy of your encryption keys. Complimentary white-glove hand delivery is available across Greater Boston, Route 128, and I-495.
\\vaultbox.local\personal\forms\ share