Hey Eduardo is the private AI assistant built for CPAs who handle confidential tax data. In local mode, the default, it runs on your Mac and client information never leaves your device. No third-party disclosure. No vendor records to subpoena.
Select the notice, press ⌥⇧A and ask whether it's a bill. Eduardo gives the proposed amount and the response date, then drafts a reply that doesn't agree to the figures, on your Mac, in local mode.
A client forwards an underreporting notice. Is it a bill?
Select the notice, press Option-Shift-A, and ask.
Not a bill. $4,318, only if the changes are correct. Reply by October 8.
Then choose How to respond.
It drafts a reply that acknowledges the notice, and doesn't agree to the amounts.
So why not paste it into ChatGPT? This notice carries a client's tax return information.
Section 7216 makes it a federal crime for a preparer to knowingly or recklessly disclose that information.
In local mode, Hey Eduardo reads it on your Mac, and nothing is sent anywhere. heyeduardo.app
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.
Knowingly or recklessly disclosing tax return information without authorization is a federal misdemeanor, with a fine of up to $1,000 and up to a year in prison. Whether a cloud AI vendor counts as an unauthorized recipient is not settled.
AICPA standards prohibit unauthorized disclosure of client information. Consumer AI tools provide no contractual confidentiality. Submitting client data may constitute disclosure under SSTS.
Since January 2026, insurers can add ISO's generative AI exclusion (CG 40 47 01 26) to general liability policies, and W.R. Berkley's PC 51380 excludes AI claims from D&O and fiduciary coverage. Check your policies for AI language.
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 in local mode. 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 a far simpler position to defend.
Only if the AI tool does not transmit that data to a third party. In local mode — the default — Hey Eduardo runs entirely on your Mac and client tax data never leaves your device, so no disclosure to a third party occurs. Keep cloud mode off for client work.
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.
Yes. Hey Eduardo runs on your Mac's own chip, so nothing is uploaded, there is no waiting on a server, and it keeps working offline.
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.
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