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Deal Tools

Tax Redact

Protect Sensitive Info. Share Confidently.

Automatically redact SSNs, EINs, and sensitive financial data from tax documents before sharing with buyers, lenders, or advisors.

Sharing tax docs shouldn't expose sensitive data

Every M&A deal requires sharing tax returns. But those documents contain SSNs, EINs, bank accounts, and other data that should never be shared with third parties. Manually redacting is tedious and error-prone. Tax Redact automates the process.

How It Works

Upload, review, download. Secure redaction in seconds.

Automatic Redaction

AI identifies and redacts SSNs, EINs, bank account numbers, and other sensitive data from tax returns automatically.

Secure Processing

Documents are processed securely and never stored. Your sensitive information stays protected throughout.

Instant Results

Upload a tax document and get a redacted version in seconds. No more manual review and marking.

Review & Adjust

Preview redactions before downloading. Adjust what gets hidden to match your specific requirements.

Common Use Cases

Seller due diligence packages
Buy-side document review
CIM supporting documents
Lender documentation

Ready to protect sensitive data?

Stop manually redacting tax documents. Tax Redact handles it automatically so you can share confidently.