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An AI policy before your coffee gets cold.

Write an AI use policy for your CPA or tax firm

Answer about ten plain questions about how your practice uses AI. The policy is built around the FTC Safeguards Rule, IRS guidance, section 7216 and the AICPA Code, and your answers stay in your browser.

A starting point, not legal advice. Have your lawyer review it before you adopt it.

Your answers

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  2. The person who oversees your written information security plan (WISP) under the FTC Safeguards Rule. A name or a role.

  3. List them by name, separated by commas. You can change the list later.

  4. How many people work at the firm?

    Choose one.

  5. Which services does the firm provide?

    Tick any that apply.

  6. Can client information go into an AI tool?

    "No, never" is the default because section 7216 restricts disclosing or using tax return information for anything other than preparing the return, even with names removed, and sending it to an outside AI tool may need the taxpayer's written consent unless a specific exception in the regulations applies. It isn't a ban on AI: the second answer lets the firm use approved tools with safeguards and consent.

    Choose one.

  7. Does the firm have a written information security plan (WISP)?

    Choose one.

  8. Does the firm bring on seasonal or temporary staff?

    Choose one.

  9. How does the firm bill?

    Choose one.

  10. Will your engagement letters describe how the firm uses AI?

    Choose one.

  11. How often will you review this policy?

    Choose one.

Your policy

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Get it as a Word file you can edit, or as a PDF. Your answers and the policy stay in this browser; only the details below are sent.

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To print your policy or save it as a PDF, fill in the download form under the policy at https://figwick.com/fig-jar/ai-policy/cpa/ and choose “Download the PDF”.

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