The tools
What each tool does
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
Coming soon
What we are building next.
Built and being tried now. Not yet open to everyone.
For ChatGPT, Claude and Gemini
Type into ChatGPT or Claude as usual. Fairheld looks for your client's details and hides them.
Write or paste your message the way you always do. When you press send, Fairheld looks for names, PAN, Aadhaar and other details and hides them before the message leaves your computer, asks you to look once at anything it is unsure of, and shows the details back to you in the reply.
Your AI chat, as you use it today
You type and press send
Write an email to my client Asha Sample, PAN AAAPS0000A, about her tax notice.
Hidden for you before it is sent: 1 name, 1 PAN
The AI tool receives
Write an email to my client [CLIENT_NAME_1], PAN [PAN_1], about her tax notice.
The reply, as you see it
Dear Asha Sample, you have received a notice for PAN AAAPS0000A because...
- No copying between tabs. You stay in the AI tool
- Knows your firm's own client and staff names
- Add a name it missed with one click
- Runs on your computer. Nothing is sent to us
It will come as a small add-on for the Chrome browser. Until then, the masking tool on this site does the same job by copy and paste.