Free for any firm

Tools

One instrument, the Clean Room, two checks, three builders and two references. No account and no sign-in. Everything runs in your browser, except where a tool has a send button and says so. The reference material is free; the guidance is what we sell.

The instrument

AI Exposure Check

Pick the kind of client information and the tool it is going into. Every obligation that attaches lights up on the way there, with the statute and what would clear it. Your tool on the top lane, the governed deployment below, so the difference is the picture.

Open the instrument

Live preview · the gates are the statute

Outbound

AI tools you do not control

Copilot runs under your firm's Microsoft agreement. Until Microsoft commits to U.S.-only processing and the firm can show who reaches the data, Claremont's position is that client tax return information goes into Microsoft 365 Copilot only with each client's consent. The Clean Room is for everything else.

Secure AIClean RoomSwap client identifiers for reversible tokens before a document goes near an AI tool you do not control, then restore the real values when the work comes back. Twenty-five detector patterns across five classes, checksum validated wherever the identifier carries one. Nothing is uploaded.Open →

Checks

Where the firm stands

Each one takes what you already have and tells you what it covers and what it misses.

SecurityWISP Health CheckPaste your Written Information Security Plan. See which FTC Safeguards Rule elements it covers and which are missing, before an examiner is the one who finds out.Open → AssessmentAI Readiness CheckFourteen questions on what your firm does with AI today. A scored report ordered by exposure, written for a partner meeting. Runs in your browser; the send button, if you use it, emails the report to us with your contact details.Open →

Builders

Documents that assemble

Starting points, with the gaps marked rather than papered over.

SecurityWISP BuilderTax preparers are required to maintain a written security plan. Answer a few questions and a starting document assembles.Open → CalendarFiling DeadlinesPick an entity type and year end. Every federal date for the cycle, weekend and holiday shifts applied, exported to your calendar.Open → IncidentBreach Deadline CalculatorEnter the day your firm found out. The notification deadlines it counts, FTC, SEC, IRS and the state breach laws, as dates you can put in your calendar. HIPAA is not counted.Open →

References

IRS correspondence

What the notice is asserting, how long the window runs, and what to gather before you respond.

Tax resolutionIRS Notice LookupType the notice or letter number off any IRS correspondence: CP2000, CP504, LT11, 5071C. The plain-language meaning, the deadline that applies, and what to gather.Open → Tax resolutionIRS Notice DecoderTwenty notices across the collection ladder, from first contact to levy, and what happens the day each window lapses.Open →

Who these are for

Accounting and tax practices, law firms, and any professional services firm holding client records that cannot afford exposure. The deadline generator and the notice references are built for federal tax practice; the checks and the instrument apply to any firm carrying a written security obligation.

How they work

Everything runs inside your browser and no account is required. Close the tab and the data is gone, except the Clean Room’s firm dictionary, which stays in this browser until you remove it. One more exception: the AI Readiness Check has a send button, and using it posts your firm name, your name, your email and the report to us. Nothing is sent unless you press it. If one of these surfaces a gap you would rather not have found, that is worth a conversation.

General reference only. Not tax, legal, or accounting advice. Deadlines and procedures change, so verify against current IRS guidance and your own professional judgment before relying on any output.