Free Resource
98% of accounting firms use AI. Only 21% have a policy governing it. Below you'll find a ready-to-use template and a customization prompt that tailors it for your firm's specific tools, team, and data types.
The Problem
They're making security decisions with whatever tool is closest at hand. Consumer-tier tools that train on your data. Personal accounts on firm devices. Free-tier workarounds that bypass every confidentiality standard your profession requires.
The fix isn't a blanket ban — it's a one-page policy that names the approved tools, classifies the data, and draws a clear line around what's off-limits. Something you can hand to your team Monday morning.
What's Inside
Everything you need to go from zero policy to an enforceable baseline — in one sitting.
Ready-to-use, written specifically for CAS practices. Covers approved tools, data classification (GREEN and RED), prohibited practices, and accountability. Fill in your firm name and distribute.
Paste it into ChatGPT or Claude. It asks about your firm's tools, team structure, and data types — then produces a tailored version of the policy in about five minutes. No writing required.
Policy Structure
Which AI tools are sanctioned for client data — by name and plan level. No ambiguity.
GREEN data (financial statements, transaction lists, workpapers) vs. RED data (SSNs, bank account numbers, complete tax returns). A clear line your bookkeepers can follow.
No free-tier tools. No personal accounts on firm devices. No AI output delivered without human review. Three rules that eliminate 90% of the risk.
Who to ask when uncertain. How violations are handled. Quarterly review schedule.
Partner approval line with date. Makes it official. Takes 30 seconds.
Stay Current
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Your Move
Your team is already using AI. The only question is whether they're doing it with guardrails or without. Download the kit, customize it, and hand it to your team Monday.