My AI Assistant Policy
My AI Assistant Policy
MyTAXPrepOffice (“Software”) and My AI Assistant are provided by Advanced Tax Solutions LLC (“Company” or “we”), a U.S.-based Tax Software Company and an IRS-approved Software Vendor. These Terms and Conditions of Use (“Agreement”), are meant to define the responsibilities of both the Company and those who register for the Software (“Licensee”, “you”, or “your”).
Use of AI Features
Licensee acknowledges that MyTAXPrepOffice may provide optional automated data-extraction tools (“My AI Assistant”) designed to extract information from documents uploaded by the Licensee or its clients. My AI Assistant processes such documents solely for the purpose of providing the data-extraction functionality requested by Licensee.
Use of My AI Assistant data extraction is entirely optional. Licensees may choose whether or not to enable or utilize AI-powered features. Licensees who do not use My AI Assistant will retain full access to all core MyTAXPrepOffice functionality.
No Use of Taxpayer Information for AI Training
MyTAXPrepOffice does not use Taxpayer Information, including any documents, images, or data uploaded into My AI Assistant, to train, develop, or improve any general-purpose or third-party artificial intelligence models. Taxpayer Information is used only as permitted under applicable law, including Internal Revenue Code §7216 and related regulations.
Data submitted by a Licensee through My AI Assistant is processed solely for that Licensee’s use and benefit. Such data is not commingled with, shared with, or made accessible to other Licensees, and is not used in any manner to benefit or support services for other customers.
Security and Safeguards
MyTAXPrepOffice maintains administrative, technical, and physical safeguards designed to protect Taxpayer Information from unauthorized access, use, or disclosure. Such safeguards include, but are not limited to, encryption in transit and at rest, access controls, monitoring, and secure data-storage practices consistent with IRS security protocols.
Retention and Access
Documents processed through My AI Assistant are retained only as necessary to provide the requested services or as required by law. Access to such data is limited to authorized systems and personnel engaged in providing or supporting the service.
Licensee Control
Licensee retains full control over the review, verification, approval, import, and acceptance of any data extracted using My AI Assistant. No extracted data is automatically imported into a tax return without the Licensee's review and approval.
Licensee Responsibility and Limitation of Liability
My AI Assistant is provided as a productivity and data-entry support tool only. While MyTAXPrepOffice implements safeguards designed to improve accuracy, MyTAXPrepOffice does not guarantee the completeness, accuracy, or reliability of AI-generated output. Licensee remains solely responsible for reviewing, verifying, and approving all data before submission to taxing authorities or third parties. MyTAXPrepOffice shall not be liable for any errors, omissions, penalties, interest, or damages arising from reliance on AI-generated output.
No Commercialization of Licensee Data
MyTAXPrepOffice does not sell, rent, or trade Licensee or Taxpayer Information submitted through My AI Assistant or any other data submitted through the program. All data handling practices remain subject to the MyTAXPrepOffice Privacy Policy.