The parts of accounting work that AI helps with today are clear: reading client documents, matching transactions, drafting explanations and searching past work. Judgment, sign-off and client advice stay with people. Where it pays off, the confidentiality rules to check first (including Section 7216 for tax return information), and how we would build it.
Accounting firms are short of people and long on documents. That is a good match for AI, as long as the firm is clear about which steps it automates and which it only assists.
Book a free 30-minute call. You'll leave knowing what we'd do first and roughly what it costs, whether or not you hire us.
Section 7216 of the Internal Revenue Code restricts how tax return preparers use and disclose tax return information. Confirm with your advisers how AI tools and vendors fit your consent forms and procedures.
Professional standards on confidentiality and documentation still apply to AI-assisted work.
The FTC Safeguards Rule covers the systems that hold client information, including any AI system.
Vendor terms: whether inputs are retained or used for training, and where data is processed.
Start with intake: Textract for forms and tables, a model on Bedrock for narrative documents, with a review queue.
Keep everything in the firm's own AWS account, with client-level permissions and an audit log.
Measure field-level accuracy on a few hundred real documents before reducing review.
Add search over past workpapers once permissions are reliable.
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Book a free 30-minute call about it. Bring your setup and your bill; you'll leave knowing what we'd do first and roughly what it costs, whether or not you hire us.
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As of October 26, 2026. Provided as is, for general information, and accurate to the best of our knowledge on the date shown. Not legal, compliance, tax, financial or other professional advice. Prices, limits and vendor services change; check current vendor documentation before relying on anything here. Terms of use.