Tax, Receipt & Multi-Entity Vault
Prepared for solo CPAs, Enrolled Agents, bookkeepers, and multi-entity owners who want rapid receipt categorization and workpaper answers without exposing client records to cloud AI.
IRC § 7216 Confidentiality by Design
Client receipts, K-1s, bank statements, and tax IDs stay on encrypted storage in your office — avoiding cloud third-party consent hurdles.
Rule-Checked Receipt Extraction
Extracts merchant, date, total, tax, and category while automatically holding >$2,500 items, foreign currency, scans, and duplicates for your review.
Prior-Year Workpaper Memory
Ask questions across engagement binders and entity folders with exact page citations and clear refusals when an answer is not supported by the record.
Pre-Cloud Redaction & Family Bonus Folder
Strip sensitive identifiers before sharing summaries externally, plus an optional, walled-off personal folder for household PDF forms.
Business Compliance by Day, Encrypted Family Form-Filler After Hours
| 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.
View Hardware, SKU & Certification Specifications (For Your IT Advisor) ↓
SVA-P520-W1-ACC · wedge1_accounting ($1,499.00)\\vaultbox.local\personal\forms\ folder (zero shared index scope; disabled by default pending certification)