For accountants & consultants

Anonymize client data for accountants & consultants

Accounting and consulting work is full of client identifiers: names, tax numbers, IBANs, account numbers and salaries. PII Shield lets you anonymize that data locally before using AI or sharing a file, and restore it afterwards — so confidential financials never leave your computer.

Download for Windows Watch the demo
In short. Open a ledger, statement or client letter in PII Shield. It detects the personal and financial identifiers on your computer, lets you redact them, and keeps a local mapping so you can restore the real figures. Nothing is uploaded.

Where it helps

TaskHow PII Shield helps
Using ChatGPT on a client’s numbersAnonymize the sheet first, run the AI on placeholders, restore the values locally.
Sharing a working file with a contractorStrip client identifiers before the file leaves the practice, restore on return.
Sending statements or reportsRedact third-party personal data before disclosure or sharing.
Spreadsheets & ledgersDetect names, tax IDs, IBANs and account numbers across Excel and CSV.

Why on-device matters

Financial identifiers are personal data under the GDPR, and client confidentiality sits on top of that. Uploading the files to a cloud tool hands that data to a third party. PII Shield keeps everything on the machine you already trust: no account, no upload, no telemetry by default. See what stays on your device on the Data & Privacy Practices page.

Frequently asked questions

Anonymize the client’s figures and identifiers first. PII Shield removes names, tax IDs, IBANs and account numbers locally, so you can use an AI tool on the anonymized version and restore the real values on your own computer.

Yes. Excel and CSV are supported, along with Word, PDF, email and plain text — so ledgers, statements and client letters can all be anonymized.

No. Everything runs on your Windows computer. Client financials and the personal data in them never leave your machine.

Yes. A mapping stored on your device makes the anonymization reversible, so your final working file is complete.

Yes. You can share an anonymized working copy with a contractor or client, then restore the details locally when the work comes back.

Keep client financials private

Free for 14 days on Windows 10 and 11. One-time license, no subscription.

Download for Windows See pricing

Related: redact Word, PDF & Excel · anonymize before ChatGPT · for law firms · for healthcare