For CA firms in India
Client data stays private. Even when your team uses AI.
Fairheld hides client details before they reach an AI tool, shows how ready your firm is for India's data protection law, and tells you what to keep and when to erase.
- kinds of detail looked for
- 18
- of what you type sent out
- 0 bytes
- questions to check your firm
- 24
Safe-AI masking
4 details hidden on your device
The AI tool sees this, not the details
Write an email to my client [CLIENT_NAME_1] (PAN [PAN_1], mobile [MOBILE_1]). She got an income-tax notice because interest from her savings A/c [BANK_AC_1] was not shown in her return. Explain it in simple words and list the papers she should send us.
ID numbers and common names are found for you. The full tool also lists what still looks like a name, where it can tell, before you copy.
- Client name
- Address
- UPI ID
- Udyam number
- CIN
- GSTIN
- LLPIN
- PAN
- TAN
- IFSC
- Date of birth
- DIN
- Bank account
- Aadhaar
- Mobile
- Phone
- Passport
The problem
Client data slips out in small, everyday ways.
From 13 May 2027, under the DPDP Act, a firm is answerable for the personal data of clients it holds in digital form, including what its software and outside helpers do with it.
The legal points on this page are a plain summary.
The tools
Five tools. One clear picture of your firm.
Safe-AI masking
Use AI without showing it your client.
Hide client details before the text reaches an AI tool. Put them back into the reply with one tap.
- Finds PAN, GSTIN, Aadhaar, bank and contact details
- The same detail always gets the same label
- Finds common names, and you add any name or address it misses
Folder scan
Find the client details you forgot you had.
Choose a folder on your computer. See which files hold Aadhaar numbers, PANs and bank accounts, and how long ago each was last changed.
- Reads Excel, Word, CSV and text files, and PDFs with text. Photos and scans are listed for you to check by hand
- Shows file names and counts, never the numbers inside
- Finds the files that mention one person
Readiness check
Know where your firm stands, in 24 short questions.
Answer short questions in plain language. See your score and what to fix first.
- One question on screen at a time
- A score for each area of the firm
- A plan of fixes in order, each with a first step
Retention calendar
Keep what the law needs. Erase the rest.
See how long to keep each type of document, which law says so, and the date you can erase it.
- The main document types a CA firm keeps
- Pick a date and get the erase-after date
- Each period shows its law and its source
Evidence pack
One report to show your partners.
Your results and three starter templates in one PDF, ready to edit and share.
- Readiness score and retention schedule
- Client privacy notice and engagement letter clause
- Data breach checklist for the first 72 hours
Private by design
0 bytes of what you type leave your device.
A privacy tool should follow the law it helps you with. This one has no database and no tracking.
Nothing leaves your device
No login. No upload. What you type stays on your screen.
Works without internet
The site saves itself on your device. Once the foot of the page says so, it works with the internet off.
Clear it any time
One button on every page wipes what you entered and the records saved in this browser.
Who it is for
Built for CA firms first.
Other professions are next.
- Chartered Accountant (CA)Ready
- Company Secretary (CS)Coming soon
- AdvocateComing soon
- Cost Accountant (CMA)Coming soon
- Registered ValuerComing soon
- Insolvency ProfessionalComing soon
See it on your own phone.
On a computer? Point your phone's camera at the code to open the site on your phone. Or start with the masking tool right here.
