Trust & Data Protection
Your clients' datais not our training data.
It is the question every firm is asking in 2026, so it goes first: client data is never used to train models. Not ours, not as a by-product, not in aggregate.
The AccuMax Agents do read your client record — that is what makes an answer about your client rather than a generic one. But that is context at the moment a question is answered, not training. Your data never becomes part of a model’s weights, and it is never pooled with another firm’s.
Built and run on Microsoft Azure
AccuMax runs on Azure and its enterprise-grade AI infrastructure — the platform our founder helped build at Microsoft, alongside SQL Server and Machine Learning Server. Microsoft’s physical, network and platform security sits underneath ours, rather than being something a new vendor had to build from scratch.
The models themselves are the ones offered within that Azure AI platform. Your clients’ data is not handed to an outside model provider, and it is not used to train anyone’s models — ours or theirs.
You do not have to take our word for the platform underneath. Microsoft publishes its own commitments on how data is handled in Azure AI: data, privacy and security for Azure AI models and the Microsoft Trust Center.
Those cover the Azure platform AccuMax runs on. They are not a certification of AccuMax itself, and we will not present them as one.
Multi-factor authentication
Required on every portal — your team's and your clients'. A stolen password on its own does not open an account.
Encrypted at rest and in motion
All content is encrypted where it is stored and everywhere it travels. That covers returns, source documents, messages and the client record itself.
Role-based access control
People see what their role gives them. Each person at your firm chooses the role they are working in, and has only that role’s privileges while they work in it. Clients get their own view of the same engagement.
Account and tenant isolation
Your firm's data is isolated from every other firm's, and each client account is isolated within your firm. Separation is enforced by the platform, not by convention.
Audit logs and provenance
Immutable audit logs with fine-grain filters, and document provenance at the level of each entity, so you can see who did what, and where a number came from.
Your firm reviews every output
Every Agent drafts and assists. A qualified member of your firm reviews each output and decides what goes out.
Documenting us for your written information security plan?
IRS Publication 4557 asks you to account for the vendors that touch client data. Cite this page, and if your plan or your insurer needs a security questionnaire completed, ask and we will complete it.
Found something you think is a vulnerability? Write to nagesh@bfirst.ai and we will respond.
Accuracy
Every number, checkable.
The Agents do the heavy work. Your people can check each step,and a qualified member of your firm decides.
Every field, checkable
The Extractor Agent shows the original form and the extracted data side by side, so a preparer can verify any number without going to hunt for the source document.
See how intake works →Nothing reaches the partner raw
The Reviewer Agent flags omissions, inconsistencies and audit risk before the file lands on a desk — so review is a review, not a rescue.
See how return review works →Nothing gets asked twice
Intake arrives pre-filled from last year's return and forms, so the client confirms and updates instead of starting over on a blank organizer.
See the tax organizer →Every answer shows its sources
The Researcher Agent answers from IRS.gov, the client's own file and your firm's Knowledge Hub — and cites what it read, so you can check it before you repeat it to a client.
See how planning works →Nothing discovered late
The Profiler Agent works out which forms the return needs and what is still missing before anyone starts — so the surprise surfaces in January, not on the 15th of April.
Answers without the wait
The Concierge Agent answers what a client can self-serve in the portal, and the Responder Agent drafts the replies for everything else.
See how client communication works →See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
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