Safe, compliant AI for tax & accounting professionals
How are you looking to use AI today?
A free, plain-English guide to using AI in your tax and accounting work without tripping over client confidentiality or §7216.
⚖️ Built by licensed, practicing CPAs
📚 Primary-source verified · IRC §7216, FTC Safeguards, AICPA Code
Use AI safely on your work
Start with the one that fits.
Three quick moves, each keeps client data on the defensible side: get the rule of thumb, vet a specific tool, or scrub a file before AI sees it.
Lane A · A job to do
Can I use AI for this?
Four quick questions, then a clear answer: can this client data go into AI as-is, or do you need to anonymize or get consent first?
Lane B · A tool in mind
What would it take to use this safely?
Type a software name ("Blue J", "ChatGPT") or a task ("summarize a 1099", "analyze a deduction"), get what you need to know, condensed. Runs offline.
likely OK
needs care
consent or don't
build-vs-buy
tool
Vendor details are published positions as of June 2026 · next review September 2026. Vendors change their terms, so always reverify against the live source linked in each card before you rely on it.
The AI Lab for Accountants is a community of practicing professionals working to use AI safely, securely, and appropriately in their work. We are working hard to fill the gap in the compliance and regulatory guidance that exists today, but this and everything here are educational resources, not legal advice. We share what we know, flag what is still unsettled, and always tell you to verify against primary source and your own state board.
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The AI Lab for Accountants · Safe-Use Planner · Educational, not legal advice