IRS Section 7216 consent for AI tax tools
Section 7216 of the Internal Revenue Code restricts how preparers use and disclose tax return information without the taxpayer's consent. In TaxOrch a US engagement records the taxpayer's signed consent with its exact wording and version, checks it again before every step and every queued task, and stops work immediately if the consent is revoked or expires.
How TaxOrch does it
Recorded, not ticked
Who signed, in what capacity, the exact wording's fingerprint, and the validity dates are stored.
Checked every time
Each later step and background task re-checks the consent when it runs.
Revocation stops work
Revoked or expired consent blocks further processing at once.
Questions buyers ask
Is the consent wording legal advice?
No. Your firm's counsel should approve the wording you use; TaxOrch records whichever approved version you adopt.
Does consent apply outside the US?
Section 7216 is a US rule; consent requirements elsewhere follow your firm's policy.
Bring one engagement and check the file.
Not a demo of a happy path — a real matter, worked through to a pack, so you can look at what a reviewer would actually see and decide whether it holds.
Decision support, not tax advice. A professional reviews before anything is filed.