Security & AI boundaries
What our AI does, and what it never touches.
Our AI tools collect only what a firm needs to book a first conversation: name, firm, contact details, service interest and timeline. They never ask for SSNs, EINs, tax returns, financial statements, bank or card details, or portal passwords, and never give tax advice. Our hiring tools never score or reject candidates.
AI boundaries
What intake collects, and what it never touches.
This applies to the AI receptionist, website chat and intake forms we build for firms, and to the chat on this website.
| Collects | Never touches |
|---|---|
| Name and contact details | Social Security numbers or EINs |
| Firm or business name | Tax returns |
| Service needed: tax, bookkeeping, advisory | Financial statements |
| Individual or business, and entity type | Bank, card or payment details |
| Timeline and preferred appointment time | Portal or bank credentials |
| How they heard about you | Tax advice, of any kind |
Ground rules
How our AI behaves.
It says it's AI
The receptionist and chat agent identify themselves as AI assistants at the start of every conversation.
No tax, legal or hiring advice
Tax and legal questions go to your team as a message or a booked call.
People make hiring decisions
Our hiring tools never score, rank or reject candidates with AI. AI only acknowledges applications, answers common questions from your FAQ, and offers interview times. People make every hiring decision.
Documents stay in your portal
We don't move client documents out of the portal or practice-management tool you already use.
This website
How growmyfirm.ai handles your data.
Full details are in our privacy policy.
Contact form
What you submit is emailed to our team so we can reply. We don't sell it or use it for anything else.
Chat
Chat messages are processed by our AI provider to generate replies. We keep chat logs for no more than 30 days. Please don't share SSNs or financial details in chat.
Sample call recording
The AI receptionist sample on our demo page is staged with a fictional firm and client. It contains no real client data.
Analytics
We use Plausible, a privacy-friendly analytics tool that doesn't use cookies or track you across sites.
Spam protection
Forms use Cloudflare Turnstile to block bots, and we limit how often a single connection can submit.
Website audit tool
When you run the free audit, we fetch the public page you enter and cache the results for 24 hours.
Service providers for this website
| Provider | What it does for us |
|---|---|
| Netlify | Website hosting |
| Anthropic | AI model for website chat |
| Resend | Delivering contact-form emails to our team |
| Cloudflare Turnstile | Bot protection on forms and chat |
| Upstash | Rate limiting and caching audit results |
| Google PageSpeed Insights | Speed checks in the free audit |
| Plausible | Cookie-free analytics |
| Calendly | Scheduling calls (loads only when you open the calendar) |
Contact
Security questions
Email us and a person will reply. armaan@dasoftwaredevs.com
Questions
Common questions.
No. Intake never asks for returns, financial statements or other documents. Those stay in your existing client portal.
The receptionist and chat agent are set up to stop and tell the person not to share it, and to route them to your team instead.
Find the hours your firm is missing.
Book a 20-minute call
We'll go through hiring, phones and growth at your firm and suggest where to start. Pricing is scoped on the call.
See open timesOr get the free audit
Speed, mobile, careers page, contact visibility and structured data, checked in about a minute.