United States
Velado for US accounting and law firms: use AI without exposing client data
Try it in the browserRequest early access
What Velado recognizes
- Social Security numbers and ITINs (123-45-6789)
- EINs, when written as a tax ID (12-3456789)
- Names of people and companies: LLC, Inc., Corp., L.P., LLP, PLLC
- Street addresses and ZIP codes
- US phone numbers, emails, bank routing and account details, card numbers
- Dates of birth, case and file numbers
Always review the result before sending: no automatic detection is complete.
On your computer
Client Sarah Mitchell, SSN 078-05-1120, member of Blue Harbor LLC, EIN 12-3456789, of 1200 Market Street, Philadelphia, PA 19107.
What the AI sees
Client [PESSOA_1], SSN [DOC_ID_1], member of [ENTIDADE_1], EIN [DOC_ID_2], of [MORADA_1], Philadelphia, PA [CODIGO_POSTAL_1].
Confidentiality rules that apply
- Tax return preparers. Internal Revenue Code §7216 and its regulations restrict disclosing or using tax return information without the taxpayer's consent, and make knowing or reckless disclosure a criminal offense.
- CPAs. The AICPA Code of Professional Conduct's Confidential Client Information Rule bars disclosing confidential client information without the client's specific consent.
- Attorneys. ABA Model Rule 1.6 protects information relating to the representation. ABA Formal Opinion 512 (2024) applies it to generative AI: lawyers must weigh the risk of disclosure before putting client information into a tool.
- Data security. The FTC Safeguards Rule requires tax preparers and other financial institutions to keep a written information security program; IRS Publication 4557 explains what the IRS expects.
This is a summary, not legal advice. State rules and your engagement terms may add to it.
How it works
- Detect. It opens the Word, Excel or PDF file and finds the identifiers, on your computer.
- Replace. Each one becomes a stable code: the same client is always
[ENTIDADE_1]. - Restore. After working with the AI, one click puts the real data back.
Pricing
Individual: $169 per year or $19 per month. Firm (up to 5 users): $590 per year. Firm+ (up to 15): $1,290 per year. Prices exclude sales tax; the beta is free until January 31, 2027. See plans.
Read next
FAQ
Does Velado make documents anonymous?
No. It pseudonymizes them: identifiers are swapped for codes and the key stays with you, encrypted, on your computer. That is what lets you restore the data, and it is why you should still treat the file as client information.
Does anything get uploaded to Velado?
No. Detection and replacement run on your computer, in the desktop app or inside your browser. Velado never receives your documents.
We already have ChatGPT Enterprise or Copilot. Why add this?
Those plans protect data by contract, but they still receive it. Velado sits in front of any AI tool, so what the tool receives no longer identifies the client.
Which AI tools does it work with?
Any of them. Velado produces a masked file or text; you paste or upload it wherever you work and restore the answer afterwards.
Request early access
The beta is free until January 31, 2027. We reply within 1 business day.