Tools
Quick utilities for working with AI in your firm.
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MembersTool Safety Index
Know which software is safe for client data, and which is not. Our research on 220+ accounting, tax, and AI vendors, read against their binding terms, each with the date we reviewed it. A member benefit.
Open the indexUpload-safety check
Is it safe to put this document into that AI tool? Get a verdict, the reasons, and the exact setting to change.
Redactor
Strip a client's identity out of text before it reaches an AI tool, entirely in your browser. Then bring the answer back.
Survivor Tax Planner
The widow's penalty, made visible: the same household and year as MFJ and as the survivor filing Single, with IRMAA cliffs flagged and a one-page client report. A single file that runs entirely in your browser.
Safe-Use Planner
MembersA four-question read on whether a piece of client data can go into AI as-is, needs anonymizing, or needs consent first, with the governing cite.
AI-Use Checker
A task-level §7216 gut-check: does this specific use trigger a consent requirement?
Hours saved
MembersLog the time AI saved you on a task. Rolls up into a community running total.
Am I behind?
A 2-minute check: see where your AI usage lands against the rest of ALFA.
Staff starter kit
A shareable one-pager to onboard your team: 15-minute setup + the first five workflows.
Desktop apps
Full applications from ALFA's builders: free, open source, and local-first, so client work stays on your machine.
LedgerTB
Double-entry bookkeeping built around the trial balance: bank imports with duplicate detection, adjusting entries, account-by-account signoff, and a close package export. Encrypted local books, and an optional AI assist that only suggests. Free and open source for Mac and Windows.
LedgerPDF
A PDF workpaper binder a human and an AI agent can prepare together: tick marks, calculator tapes that show their entries, on-device OCR, and an export that is a standard PDF. Nothing leaves your machine. Free and open source for Mac and Windows.