How it works
No login, no install and no client data. The policy builder runs entirely in your browser. The exercises use fictional records we supply; the only thing sent to a server is that fictional data, so an AI model can prepare a draft for you to review.
1. Write your AI policy
Answer ten quick pick-list questions about your firm, tools and services. The policy is assembled in your browser as you go. Print it, save it as PDF or download it for Word to edit. Nothing you enter is sent or stored.
Build the policy →2. Train your staff
Each exercise supplies fictional records. An AI agent prepares a draft (or use the recorded example), your staff approve, fix or hold each item, then compare with the answer key. Retry the review as often as you like without another run.
Try an exercise →3. Keep the record
At the end of an exercise, staff type their name and print a one-page training record with a supervisor signature line. It stays on the device; we never see the name. It is a record for your files, not CPE.
Start with invoice coding →4. Know the background
A plain-English guide to IRS OPR Alert 2026-19: which Circular 230 duties apply to AI, what is recommended rather than required, and a five-step checklist.
Read the guide →
Also here: example AI workflows with review gates, and a two-minute lesson on what a reviewer checks. Full data details.