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Use of AI to help review your documents Federal law requires this notice. Unless authorized by law, we can't disclose your tax return information to a third party for purposes other than preparing your return without your consent. We use an AI service to help our preparers quickly read documents you upload (like W-2s and IRS notices) and summarize them — every AI-assisted summary is reviewed by your preparer before anything is finalized. You are not required to consent, and you are not required to consent as a condition of receiving service — if you decline, your documents are stored securely and reviewed manually instead, which may take a bit longer. Yes, I consent to AI-assisted document review No, review my documents manually instead

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