Taxpayer Information Protection & IRC §7216

TaxNoticePilot (“TNP”) is a tax notice management and resolution support platform for CPAs, enrolled agents, tax attorneys, and other tax professionals.

TNP does not prepare, electronically file, or submit income tax returns. The platform helps tax professionals manage IRS and state tax notices through document analysis, risk assessment, deadline tracking, case management, and proposed response drafting.

Tax notices may contain confidential taxpayer information. TNP is designed to support professional workflows while respecting applicable privacy and confidentiality obligations.

How TNP Handles Taxpayer Information

1. Limited Purpose

Taxpayer information submitted to TNP is processed to provide the notice management and resolution support services requested by the subscribing firm, and to check and improve the accuracy of that analysis, as described under AI Model Training below. TNP does not sell taxpayer information or use it for advertising. Who else receives it, and why, is set out in section 4 of our Privacy Policy.

2. Artificial Intelligence and Document Processing

TNP uses artificial intelligence and document-processing technology to extract information from tax notices, identify potential issues, and assist in preparing proposed responses. The risk assessment is not produced by AI: TNP suggests each risk rating from the facts read from the notice using fixed rules, and a tax professional can confirm or change every rating.

Technology service providers process information as needed to deliver these services, each under a data processing agreement with TNP. A tax professional who needs the identity of a specific provider can email us at b@taxnoticepilot.com.

3. AI Model Training

TNP does not use uploaded taxpayer notices to train artificial intelligence models, and the providers that process notices for TNP do not use them to train or improve theirs. TNP instructs its AI provider not to store requests. Providers may keep content briefly for security and abuse prevention before deleting it.

To check the accuracy of its analysis, TNP tests changes against real notices and the corrections tax professionals make to them. That is testing, not training: no model learns from it.

4. Social Security Numbers and Sensitive Information

TNP does not require Social Security numbers to provide its services, and never asks for a full one. TNP’s client records, and the details it extracts from a notice, keep at most the last four digits of a taxpayer identification number. Uploaded notices may nevertheless contain a full identifier or other confidential information. The notice, and the text read from it, are kept as uploaded, with the same protections as every other document.

5. Confidentiality and Access

TNP is intended for use by authorized tax professionals and their designated team members, whose clients can also send notices to them through the firm’s own upload link. Each firm’s records are scoped to that firm, and access to a notice is logged as described on our Security page. Subscribing firms are responsible for managing their authorized users and ensuring that taxpayer information is uploaded and accessed for legitimate professional purposes.

6. Data Retention and Deletion

Retention and deletion are governed by section 5 of TNP’s Privacy Policy, which sets out when deleted records, closed accounts, and backups are permanently erased. That schedule is enforced automatically. Additional safeguards are described on the Security page.

IRC §7216 and Tax Professional Responsibilities

IRC §7216 and related Treasury regulations govern certain uses and disclosures of tax return information by tax return preparers and providers of services connected with tax return preparation.

TNP is a tax notice management and resolution support platform; it does not prepare or electronically file tax returns. Tax professionals using TNP remain responsible for their applicable obligations under IRC §§7216 and 6713, including obtaining taxpayer consent when legally required.

TNP’s Terms of Service require firms to upload only information they have the right to share. TNP’s status as a notice management platform does not independently determine whether §7216 applies to a particular information flow, service, or disclosure.

Professional Review and Responsibility

TNP provides administrative and analytical support to tax professionals. The responsible professional should review the analysis, risk assessments, recommendations, and proposed responses TNP produces before relying on them or submitting them to a taxpayer or taxing authority.

Our Commitment

TNP is committed to responsible technology, taxpayer confidentiality, and transparent data-handling practices. For more information, review the Privacy Policy, Security page, and Terms of Service.