CONTROL 01
Read-only source data
Clients connect bank and credit-card accounts through Plaid in read-only mode. Strategy Tax receives transaction data for analysis without receiving or storing the client’s banking credentials.
STRATEGY TAX'S TRANSACTION INTELLIGENCE ENGINE
TaxMiner™
TaxMiner analyzes your clients' bank and credit-card activity to uncover potential tax savings that would otherwise be missed.
Book a walkthroughThe deductions are already in the statements
Most missed deductions aren't exotic strategies. They're ordinary business spend sitting in a checking account under a merchant name nobody recognized — a hardware store run during an office build-out, a software subscription buried among consumer charges, a year of rideshare that never made it onto a mileage log.
Nobody catches all of it by reading statements. There isn't time, and the descriptors don't cooperate.
RECORD CONTROLS & COMPLIANCE
From source transaction to approved workpaper
TaxMiner preserves source records, keeps proposed classifications separate from approved amounts, and maintains a clear review history for every client file.
CONTROL 02
Controlled processing
TaxMiner uses Qwen, an open-weight model operated on Strategy Tax-controlled compute. Client data is not sent to public AI services and is never used to train an AI model.
CONTROL 03
Encrypted client records
Transaction records are maintained in an encrypted AWS environment and supporting documents are maintained in Onehub. Data is encrypted both in transit and at rest.
CONTROL 04
Preparer review and approval
AI-assisted classifications remain proposed workpaper items until a qualified person reviews them. No amount is filed, claimed, or added to a final deliverable solely because TaxMiner identified it.
RECORD RETENTION SCHEDULE
How long each record type is maintained
Client records and documents
1 year
Permanently deleted at the end of the retention period
AI inputs and outputs
Not retained
Used during processing and not stored as a separate record
System logs
6 months
Retained for operational and security review
Backups
30 days
Expire through the backup-retention cycle
PROFESSIONAL RESPONSIBILITY
Technology supports the engagement. It does not replace judgment.
- ✓Your firm reviews and approves deliverables before filing.
- ✓Clients provide complete information and authority to share submitted data.
- ✓Access credentials remain the responsibility of each authorized user.
Controls are designed with the FTC Safeguards Rule, GLBA, IRS Publication 4557, and IRC §7216 in view. Infrastructure providers include SOC 2-certified services.
Need to replace a separate document-storage system? We can review record migration, access, and retention requirements during your walkthrough.
Discuss your controls →What TaxMiner sorts into
Home ImprovementsFlights & Car RentalsLodgingUber & TaxiMealsOffice SuppliesTechnology FeesCharitable DonationsOffice FurnitureRentCable & InternetCell PhoneMarketing & AdvertisingPest ControlLegal Fees
Every category opens to the transactions behind it. Nothing is claimed without your approval.
The 100% vs 50% question, answered with a slider
Business meals are generally 50% deductible. Meals tied to marketing activity can qualify for full deductibility. TaxMiner puts that split under your control — set the marketing percentage and the deductible totals recalculate in front of you, with the underlying transactions visible the whole time.
You approve every line
Nothing TaxMiner surfaces is claimed automatically. Each category card expands to its source transactions — date, merchant, amount. Uncheck anything you don't want included and the totals update. What you approve compiles into the deduction schedule, with the source record attached to every number.
BOOKKEEPING REPORT · READY
Potential business expenses34 transactions
Existing business recordsImported
Source transactionsAttached
Professional reviewRequired
SUPPLEMENT EXISTING BOOKKEEPING
Personal accounts can contain business expenses
Clients sometimes pay business costs through personal bank or credit-card accounts. With the client's authorization, TaxMiner reviews that activity, separates potential business expenses from personal spending, and creates a transaction-level bookkeeping report for professional review.
Approved expenses supplement the business records the client or firm has already gathered. TaxMiner does not automatically classify personal transactions as deductible or replace professional judgment.
SECURE DOCUMENT STORAGE
One less system for your firm to pay for
TaxMiner can also serve as your firm's secure document-storage layer. Client records remain organized alongside the transactions and deduction schedules they support, with encryption, controlled access, and defined retention periods.
Discuss storage migrationTaxMiner finds the deductions. Strategy Tax securely stores the records behind them.
✓Encrypted transaction data in AWS
✓Secure client documents in Onehub
✓Controlled access and defined retention
✓Migration needs reviewed during your walkthrough
Strategy Tax supports your firm's compliance obligations; your firm retains its professional, legal, and recordkeeping responsibilities.
PRODUCT WALKTHROUGH
Watch TaxMiner find deductions in a real set of books
Two minutes. No sales call required.
●app.strategytax.ai / taxminer
READ ONLYSample client
2025 tax year · All account numbers masked
1,248 TRANSACTIONS SCANNEDREPORT READY
POTENTIAL DEDUCTIONS
$24,860
15 categoriesREVIEWED
87%
FLAGGED
7
Needs your decision
Deduction categories
Select a category to review its transactions
✓
Meals
$4,280
46
✓
Technology fees
$7,940
18
✓
Travel & lodging
$6,110
12
✓
Marketing
$6,530
9
Review controls
ACCOUNTANTMeals marketing split25%
50% standard100% marketing
✓Cafe Meridian · $84.20
✓Riverside Grill · $126.40
✓Hotel Bistro · $58.75
Bookkeeping report ready after professional approval.
Sample client data. All figures illustrative.
Read-only connection · Professional approval required
SECURITY & COMPLIANCE
Built to the standard your license already requires
Client financial data is handled under the FTC Safeguards Rule and GLBA, with practices aligned to IRS Publication 4557 and the confidentiality requirements of IRC §7216. Bank connections run through Plaid in read-only mode — credentials are never seen or stored by Strategy Tax.
AI & DATA HANDLING