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The AI you can use on client returns.

You’re legally required to safeguard client data — the FTC Safeguards Rule and IRS guidance (Pub. 4557) don’t leave room for pasting returns into a cloud chatbot. SecureOffline runs a capable AI entirely on your Mac: read returns, organize workpapers, and draft client memos while nothing ever leaves your device.

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The problem with cloud AI in a tax practice

Client tax data is among the most regulated information a small firm holds. Your Written Information Security Plan promises to protect it; transmitting it to a third-party AI service puts it in someone else’s infrastructure, logs, and retention systems — a hard conversation if a client, an insurer, or an examiner ever asks where their data went. So most practices ban AI for client work entirely, and the busiest professionals in America do tax season without the decade’s best productivity tool.

SecureOffline removes the transmission, not the usefulness. The AI runs on your Mac’s own chip. Documents are read on-device, drafts are generated on-device, and you can verify with any network monitor that nothing leaves. Using it doesn’t create a new data-sharing relationship to disclose — there’s nothing shared.

What tax professionals use it for

Return & document review

Attach prior-year returns, K-1s, or brokerage statements and ask questions — find what changed, what’s missing, what needs a second look.

Workpaper organization

Summarize source documents, build checklists from engagement notes, and turn scattered files into a structured picture.

Client communication

Draft document-request emails, explanation memos, and “here’s what we found” letters from your notes — clear, client-ready, in minutes.

Plain-English explainers

Generate client-friendly explanations of concepts you explain twenty times a season — then save and reuse them.

Copy results straight into your email or workflow tools, or export clean PDFs. And in the January–April crunch, it works at midnight, on a plane, or when the office internet doesn’t.

Five prompts to try on day one

Attach the document, ask in plain English. Every one of these runs entirely on your Mac — nothing is uploaded. One honest limit to know: on-device models read a bounded portion of a long attachment — roughly the first 10–15 pages on Personal, nearly double that on Professional — and the app labels the document “partial” whenever that happens, so you always know what the AI saw. Full-document retrieval is next on our roadmap.

  1. “Here’s last year’s return — summarize the key items and build me a document-request checklist for this year’s engagement.”
  2. “Compare this year’s P&L against last year’s — list every line that moved more than 15% so I know where to dig.”
  3. “Draft a friendly status email to this client listing the three documents still missing, with a deadline of next Friday.”
  4. “Turn my engagement notes into a clear memo for the file documenting the position we took and the support for it.”
  5. “Summarize this IRS notice in plain English and draft a first-pass response letter for my review.”

Built to be defensible

Try it before busy season — free for 7 days

Every feature unlocked, no account, no card. Attach a representative return and see what it does. If it doesn’t save you an hour in the first week, delete it.

Download the free trial macOS 13+ · Apple Silicon (M1 or newer)

Professional — $29/month, billed annually ($348/year): extended document reading (nearly 2× Personal), built-in professional template packs, ongoing model & feature updates, compliance-refresh updates as rules change (Safeguards Rule, Pub. 4557), and priority support. Cancel anytime. Licensed per professional — use on your 2 Macs.