Effective Date: August 10, 2026
This page explains how I-Taxplan uses artificial intelligence, and the limits of what you read on this site. If you only read one line: the chat on our landing pages is software, not a person, and nothing it or this website tells you is tax, legal, or financial advice.
Three of our landing pages — /lp/w2, /lp/sbo, and /lp/re — open with a short chat that asks about your situation before showing you a contact form. That chat is answered by an AI model, not by a member of our team. Every page that runs it carries a notice above the chat box saying so.
We do not use AI to prepare returns, to make filing decisions, or to decide what you owe. A human at I-Taxplan reviews every enquiry that reaches us.
The chat is powered by Claude Opus 4.8 (model identifier claude-opus-4-8), made by Anthropic PBC. Your messages are sent to Anthropic's API to generate each reply. Anthropic is a separate company from I-Taxplan and processes this data under its own terms.
What you type in the chat is transmitted to Anthropic to produce the assistant's reply. The answers you give — along with the name, email, and phone number you enter on the form afterwards — are stored by us and emailed to our team so we can follow up. We do not sell this information. See our Privacy Policy for how we handle it once it reaches us.
Please do not type Social Security numbers, bank account or card numbers, passwords, or copies of tax documents into the chat. It is not a secure document channel, and it is not the right place for those details. If you paste something sensitive anyway, the assistant is instructed to decline it rather than repeat it back — but the safest step is not to send it. When we need documents from you, we will tell you how to send them securely.
Anthropic states that it does not train its models on data submitted through its commercial API. We rely on that commitment rather than making our own promise about how Anthropic operates — read it directly in Anthropic's Privacy Policy and Commercial Terms. Because that data is not used for training, there is no training opt-out for us to offer.
AI-generated replies can be inaccurate, incomplete, or out of date, and this chat is a screening conversation rather than an analysis of your situation. Nothing it says is tax, legal, or financial advice, and nothing it says creates a client relationship or commits us to a result. Do not act on it — or on any figure or example elsewhere on this site — without speaking to a qualified professional about your own circumstances.
The assistant works for us. It exists to find out whether your situation is a fit for I-Taxplan's services and to put you in touch with our team, and it will recommend I-Taxplan. It is not neutral, and it is not a comparison or referral service — it will not weigh us against other providers. It earns no commission and promotes no third party's products; the only thing it steers you toward is talking to us.
If you have a question about how we use AI, or you would like your enquiry deleted, contact us at [email protected].