# Redact PDF AI for Accounting & Fiduciary

> AI redaction for tax returns, financial statements, bank records, and payroll documents. IBAN-validated, Luhn-validated card detection, bulk processing.

**Live page:** https://www.redact-pdf.ai/use-cases/accounting

## Why accountants need AI redaction

Accounting and fiduciary firms handle highly sensitive financial documents: tax returns, bank statements, payroll, invoices, client engagement letters. Each of these typically contains a dozen+ PII fields per document.

Common obligations:
- **Tax confidentiality** (Swiss, EU, US) — strict handling of client data
- **GDPR / FADP** — minimization when sharing with auditors or third parties
- **Sector-specific rules** — anti-money-laundering retention with PII boundaries

## Common documents we redact

- **IBAN and bank accounts** — see https://www.redact-pdf.ai/redact/iban-from-pdf
- **Credit card numbers** — see https://www.redact-pdf.ai/redact/credit-cards-from-pdf
- **Mortgage and loan documents** — see https://www.redact-pdf.ai/redact/mortgage-documents
- **Insurance claim documents** — see https://www.redact-pdf.ai/redact/insurance-claims

## Validated financial detection

- **IBAN** — ISO 13616 check-digit validation (no false positives on similar-looking codes)
- **Credit card** — Luhn algorithm validation (Visa, Mastercard, Amex, Discover)
- **Bank account references** — typically caught via Address + Organization detection

## For audit and regulatory submissions

When sharing client files with external auditors or regulators, you can:

1. Bulk-process hundreds of invoices, statements, or contracts in one batch
2. Use "Always Redact" terms for client-specific identifiers (case numbers, references)
3. Use "Excluded Terms" to keep your firm's contact details visible
4. Get a ZIP archive of redacted files ready for sharing

## Compliance posture

Documents processed on Microsoft Azure infrastructure (SOC 2 Type II, ISO 27001) with Swiss / EU data residency. No AI training on client data. Default 30-day retention with manual deletion.