Tax Practice Pack

For tax professionals who take client confidentiality seriously.

IRC §6713 imposes a strict-liability civil penalty of $250 per unauthorized disclosure of tax return information, with no intent required. Your files stay on your machine and Advisor Prep Hero never sees your work. AI requests go straight to the provider you chose, never through us. Use a local model like Ollama and nothing leaves your machine at all. Want to verify it yourself? See exactly where your data goes.

Buy Professional ($948/yr) Download free for 30 days

$948/yr ($79/mo billed annually), includes one practice pack. 30-day free trial, no credit card. Try it in your browser first, or claim the founding rate (30% off, locked for life) →

Never set up an API key before? It is a one-time, five-minute step, and there is a built-in test button so you know it works before you start. Or run with a local Ollama model and nothing leaves your machine at all.

Confirm your specific situation with a tax attorney; the following is informational, not tax or legal advice.

IRC §6713: Strict-Liability Civil Penalty
A strict-liability civil penalty of $250 per unauthorized disclosure of tax return information, with no intent required, capped at $10,000 per calendar year. It applies to return preparers regardless of intent. Cloud AI with training opt-outs is not a safe harbor. Local-first puts Advisor Prep Hero's servers out of the path entirely. With a local Ollama model, nothing reaches any AI provider, removing the Section 7216 disclosure concern completely. With a cloud API key, your prompts go to that provider directly under your key; the Section 7216 consent template in the pack is the right tool for that path.
IRC §7216: Reinforcing Criminal Backstop
On top of the civil exposure, IRC §7216 makes knowing or reckless disclosure of client tax information a federal criminal misdemeanor. The same transmission analysis applies: local-first removes the Advisor Prep Hero-as-intermediary risk, but your underlying disclosure practices still need to be sound.
FTC Safeguards Rule (16 CFR Part 314)
Tax preparers are covered as "financial institutions." The rule requires a Written Information Security Program, a risk assessment, vendor inventory, staff training, and an incident-response plan. Local-first removes one class of data exposure (AI-transmission risk), but it does not replace your WISP, your risk assessment, or the rest of your Safeguards compliance program.
Ships with Professional

The Tax Practice Pack

13 workflow templates built with input from practicing CPAs, covering the documents tax professionals actually produce. The pack is kept current as the rules change. All AI-generated output should be verified against primary authority before you rely on it. The app trial is available right now; founding-list members get the packs first at the founding rate.

1

Section 7216 Consent Form

Drafts a §7216 disclosure consent form for situations where client tax data may be shared with third parties such as cloud software providers or AI tools. Includes required statutory language and practitioner guidance.

2

Pre-Review Checklist

Generates a pre-filing checklist organized by section: income, deductions, credits, carryovers, state items, signature requirements, with heightened-scrutiny flags based on the client's income mix and life events.

3

Engagement Letter Builder

Drafts a professional engagement letter for a new tax client, covering scope of services, client responsibilities, fees, document handling, and engagement limitations.

4

Tax Research Memo

Drafts a research memo documenting a tax position for the file, with sections for Issue, Facts, Analysis (applicable law, application to facts, counterarguments), Conclusion, and Authorities Cited. Verify all cited authority against primary sources before filing.

5

Client Document Inventory

Creates a two-part document: a client-facing document request list organized by category and an internal tracker table with columns for document, date requested, date received, and notes.

6

Audit Defense File Builder

Builds an organized audit response file from practitioner notes, with issue-by-issue defense analysis (position, legal basis, supporting documents, response strategy, open items) plus a cover letter template.

7

Quarterly Estimate Reminder

Generates a client-ready quarterly estimated tax reminder with the due date, safe harbor calculation, recommended payment amount, and payment instructions for the client's chosen method.

8

Notice Response Drafter

Structures a response to an IRS or state agency notice from the facts you provide: the notice type, the proposed adjustment, your client's position, and supporting documents. Covers CP2000, CP2501, Letter 525, Letter 531, audit appointment letters, and state notices. You verify the legal positions and supporting authority before the response goes out.

How it works

Your files stay on your machine. Advisor Prep Hero is never in the path.

Want to verify it yourself? See exactly where your data goes.

1

Direct connection

When you run a workflow, the request goes from your machine to your AI provider. Advisor Prep Hero is never in the middle. Your files stay local; only the text you choose to send goes to the provider.

2

Files on disk

Every analysis saves as a plain Markdown file in a folder you control. Auditable, searchable, portable. Standard format that survives any software change.

3

Your keys, your costs

Bring your own Claude, OpenAI, or Gemini key. You control the API spend. Advisor Prep Hero charges once at purchase, never again. For maximum confidentiality, point Advisor Prep Hero at a local Ollama model: nothing leaves your machine at all, not even AI requests.

Need to document your AI use for a client or compliance review? Download the Section 7216 data-handling statement → Fill in your name and PTIN and save as PDF. One page.
How Advisor Prep Hero compares

How Advisor Prep Hero compares to the AI you already have

Most tax pros have one of three AI options: whatever's bundled in your tax software (Intuit Assist if you're on Lacerte or ProConnect; nothing, if you're on Drake), a research platform like Blue J, or pasting into ChatGPT. Here's the honest comparison.

Capability Advisor Prep Hero Intuit Assist (bundled) Blue J ChatGPT (free/Plus)
Runs fully on your machine, nothing leaves, with a local model Yes, with a local model No No No
Client return data stays on your computer Yes No (Intuit's cloud) No (vendor cloud) No (vendor cloud)
Your email, imported and searchable on your machine Yes, local import and search across M365, IMAP, Gmail No direct email import No direct email import No (any email sent to ChatGPT goes to OpenAI's cloud)
Tax templates (IRS notices, Section 7216 consent, WISP, research memo) Yes Planning only Research only No
Primary-authority tax research No (verify model output) No Yes No
Works with Drake and any tax software Yes No (Intuit only) No n/a
Typical cost $948/yr + your own AI usage Bundled (Intuit only) (check current details) Premium, per user/yr (check current pricing) $0-20/mo (check current pricing)

Competitor pricing and features are approximate, as of 2026; check each vendor for current details.

Where the others are the better choice (honest)

Blue J is the right tool for citation-grounded tax research; Advisor Prep Hero has no primary-authority database. If you're on Lacerte or ProConnect and just want advisory planning from a return, Intuit Assist is already included. Advisor Prep Hero is for the drafting, notice responses, and confidential analysis those tools don't cover, and it's the only one of the four that works if you're on Drake.

Why a preparer adds Advisor Prep Hero

A cloud key still sends your client's return information to a third party, which is exactly what IRC Section 7216 governs. Run a local model in Advisor Prep Hero and nothing leaves your machine, so there's no third-party disclosure to consent around. Informational, not tax or legal advice; verify with your own advisor.

Pricing

Simple pricing.

Solo
$468/yr
$39/mo billed annually · or $49/mo monthly
  • All core features
  • Local-first AI workspace
  • BYOK: Claude, OpenAI, Gemini, Ollama
  • Files stay on your machine
  • No practice pack
  • Mac, Windows, Linux
Buy Solo ($468/yr)

or download the 30-day trial

Most popular
Professional
$948/yr
$79/mo billed annually · or $99/mo monthly
  • Single seat
  • One practice pack (Tax), built for CPAs and EAs to review and rely on
  • All core features
  • BYOK (Claude, OpenAI, Gemini)
  • Files stay on your machine
  • Pack updates and security patches included while subscribed
  • Windows, Mac, Linux
Buy Professional ($948/yr)

or download the 30-day trial

Founding rate: 30% off, locked for life. Claim it →

Firm
$1,548/yr
per seat · $129/mo billed annually · minimum 3 seats
  • Minimum 3 seats
  • Everything in Professional
  • White-label templates for your firm
  • Email support priority
  • All practice packs maintained and kept current
  • Windows, Mac, Linux
Buy Firm ($1,548/seat/yr)

or download the 30-day trial

Or download free for 30 days, no card, no account required. The app trial is available now; practice packs are built for CPAs and EAs to review and rely on; founding-list members get them first at the founding rate (30% off, locked for life).

Joining the founding list reserves your founding rate (30% off, locked for life) through the off-season, even if tax season starts before you evaluate. The price holds until you are ready.

Your actual AI cost: you bring your own API key, so the AI itself is billed directly by Anthropic, OpenAI, or Google, typically $5 to $15 a month for moderate use (and $0 if you run a local Ollama model). Estimate your cost.