For CPA, tax and bookkeeping firms
Get your firm ready for AI before filing season.
The IRS now says tax practitioners should have AI procedures, trained staff and a record of both. Write your firm’s AI use policy in five minutes, then train your team to catch AI mistakes on fictional data.
Free · No login · Nothing to install
1
Write your AI policy
Ten quick pick-list questions, about five minutes. Approved tools, client data, human review, records, fees, training. Print it or edit it in Word.
Build the policy →2
Train your staff
Three- to four-minute exercises where an AI prepares accounting work and your people catch its mistakes. Fictional data. Each person can print a training record.
Try an exercise →3
Know what the IRS expects
OPR Alert 2026-19 in plain English: which Circular 230 duties apply to AI, what’s required and what’s only recommended.
Read the guide →June 2026
IRS OPR Alert 2026-19 applies Circular 230 to AI: review the output, protect client data, train staff, document it.
About 1 in 5
firms has a written AI policy, per recent industry surveys. Most staff are already using AI anyway.
You sign it
AI-assisted work is your work. A person checks it before it reaches a client or the IRS.
What the training looks like
Can your team catch the AI’s mistake?
An AI agent drafts a bank reconciliation or codes a stack of invoices. Your staff approve, fix or hold each item, then see the answer key. It teaches the habit that matters most: a plausible answer is a proposal, not a conclusion.
Also here: example AI workflows with review gates for common accounting processes.