For Finance & Wealth Management

Protect Sensitive Financial Data

Redact SSNs, account numbers, and tax information from client documents. AI-powered detection for bank statements, tax returns, and financial records.

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Built for Finance & Wealth Management

Bank Statements

Redact account numbers, balances, and transaction details before sharing with third parties or loan processors.

Tax Returns

Remove SSNs, income figures, and employer details from tax documents shared for verification purposes.

Depositions

Redact witness PII, confidential business information, and privileged content from deposition transcripts.

FOIA Responses

Process Freedom of Information Act requests with redaction of exempt information.

Client Files

Sanitize client documents before sharing with third parties, experts, or co-counsel.

Confidential Settlements

Redact settlement amounts, party names, and terms when filing or producing settlement documents.

Why Law Firms Choose SafeRedact

Client Confidentiality

Documents never leave your browser. No cloud uploads. Meets attorney-client privilege requirements.

Court-Ready Output

True redaction that removes underlying text. Not just visual overlays that can be copied.

AI-Powered Detection

Automatically finds SSNs, addresses, phone numbers, dates of birth, and other PII across hundreds of pages.

Paralegal-Friendly

Simple interface. Click to confirm detections. Draw boxes for manual redactions. No training needed.

Start Redacting in 30 Seconds

First document free. No credit card required. No software to install.

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Solutions for Every Industry

Protect Client Financial Data

Financial advisors, CPAs, and wealth managers handle highly sensitive client information. When sharing documents for loans, audits, or third-party verification, protecting account numbers and financial details is critical.

Bank Statement Redaction

Clients often need to share bank statements for loans or rentals. SafeRedact hides account numbers and sensitive transactions while keeping balance information visible.

  • Account number detection
  • Routing number hiding
  • Selective transaction redaction

Tax Document Security

Tax returns contain SSNs, employer information, and detailed income data. When sharing with third parties, redact sensitive fields while preserving needed verification information.

  • SSN and EIN masking
  • Employer detail protection
  • Income figure redaction

Documents Finance Teams Redact

🏦
Bank Statements
📊
Tax Returns
💳
Credit Card Statements
📈
Investment Statements
💵
Pay Stubs
🏠
Loan Applications
📋
Financial Plans
🔐
Estate Documents

Frequently Asked Questions

Can I redact bank statements for loan applications?

Yes. SafeRedact can hide account numbers while keeping balances and transaction dates visible—exactly what lenders need for verification without exposing full account details.

Is it legal to redact bank statements?

Yes, when done properly for privacy protection. Check with the requesting party about their requirements. Many landlords and lenders accept redacted statements with account numbers hidden.

How do I redact client tax returns for third parties?

Upload the tax return, let SafeRedact detect SSNs and sensitive data, approve the redactions, and download. The AI catches SSNs even when they appear in multiple places throughout the return.

Does SafeRedact work with scanned financial documents?

Yes. SafeRedact uses OCR to read scanned documents and detect account numbers, SSNs, and other financial data even in lower-quality scans common from bank and brokerage statements.