Ask your toughest AI questions and get a grounded, cited answer, never just vibes. Tap Ask the Lab in the corner any time, or start with the Safe-Use Planner below.
The planner gives you the move. This is the cited reasoning under it, §7216, the FTC Safeguards Rule, the AICPA Code, and Circular 230, in plain English and checked against primary source.
The honest, cited answer to the question every firm asks before touching AI, written first-person by a practicing CPA.
Read the essay →When AI use needs written client consent, broken down component by component, with every cite verified against the regulation.
Open the framework →The cited bedrock: IRC §7216/§6713, the FTC Safeguards Rule and the WISP, the AICPA Code, SSTS, and Circular 230.
Read the foundation →The "but I heard…" claims about AI and §7216 that practitioners get wrong, each checked against the primary source.
See what people get wrong →A self-study course across the full regulatory stack, §7216, FTC/WISP, AICPA, Circular 230, state law, and local models.
Start the study guide →The plain-English rules that keep AI use defensible: anonymize or use an approved tool, verify before you rely, and you sign.
Read the guardrails →Every approach here is designed to protect client data and keep you, the licensed professional, in control. No client information goes somewhere it shouldn't, and nothing the AI produces is trusted until you've checked it.
This is a growing library: 40+ tools, guides, templates, and a 12-module course on safe, compliant AI for tax and accounting. The full library becomes browsable when the campus relaunches. For now, start with the Safe-Use Planner.