For CPAs & Tax Professionals

The AI that won't get you sued.

Hey Eduardo is the private AI assistant built for CPAs who handle confidential tax data. Runs 100% on your Mac. Client information never leaves your device. No IRC §7216 disclosure. No AICPA violation. No subpoena risk.

Get Hey Eduardo — from $49 →Read the compliance guide
The Problem

Most AI tools are a compliance landmine for tax professionals.

ChatGPT, Claude, and Gemini all log your inputs. When the input is a client's return information, you may have just triggered the most serious confidentiality obligation in your profession.

IRC §7216 exposure

Disclosing tax return information to an unauthorized third party — including a cloud AI vendor — carries criminal penalties up to $1,000 per violation and one year imprisonment.

AICPA SSTS violation

AICPA standards prohibit unauthorized disclosure of client information. Consumer AI tools provide no contractual confidentiality. Submitting client data may constitute disclosure under SSTS.

E&O insurance exclusion

Effective January 2026, ISO Form CG 40 47 01 26 and W.R. Berkley Form PC 51380 introduced absolute AI exclusions in many E&O policies. AI-related claims may not be covered.

The Solution

An AI that runs on your Mac — not on someone else's server.

Hey Eduardo's AI model lives on your hard drive. When you ask about a Schedule C, paste in a 1099, or work through a complex 1040, the data is processed by your Mac's CPU and GPU. No transmission. No third party. No vendor with retention obligations.

The compliance answer to “where does the client data go?” becomes “nowhere — it stays on my machine.” That's the cleanest defensible position under every applicable standard.

The IRC §7216 logic: The statute prohibits knowing or reckless disclosure of return information to an unauthorized third party. With Hey Eduardo, no third party receives the information. The disclosure that the statute regulates does not occur.
✓ Local AI model on your hard drive
✓ Zero data transmission
✓ Zero retention by any vendor
✓ Zero training on your inputs
✓ Works offline (airplane mode)
✓ One-time purchase from $49
✓ Apple Silicon (M1–M4)
Why It Matters

AI adoption among CPAs has surged. So has the risk.

41%
of accounting firms now formally adopt AI — up from 9% in 2024
~1 hr
saved per 1040 return with AI-assisted prep (Thomson Reuters)
$5.08M
average cost of a data breach in professional services (IBM/Ponemon)
Common Questions

What CPAs ask before they switch.

Is it safe to use AI with client tax data?

Only if the AI tool does not transmit that data to a third party. Hey Eduardo runs entirely on your Mac — client tax data never leaves your device, so no IRC §7216 disclosure occurs.

Can I use Hey Eduardo with QuickBooks, ProSeries, Drake, or Lacerte?

Yes. Highlight any text on your screen — from any application — press the hotkey, and ask Eduardo about it. Eduardo reads what you highlight; it doesn't integrate with your tax software directly.

What about busy season — is it fast enough?

Yes. Hey Eduardo runs at 30+ tokens per second on Apple Silicon Macs. Because everything is local, there's no network latency. Responses feel instant.

Does this replace my tax research subscription?

No. Use your Thomson Reuters or Bloomberg Tax subscription for current law and citations. Use Hey Eduardo to understand, explain, and work through what you're reading.

The cleanest AI compliance position you can hold.

One-time purchase from $49. 14-day money-back guarantee. Apple Silicon Macs only.

See Pricing →Read the full tax AI guide