Document Templates
Adoptable, copy-and-customize artifacts for safe, compliant AI use. Read each one, adapt it to your firm's actual practices, and have counsel review before you adopt it. Educational, not legal advice.
- AI Acceptable-Use Policy
- §7216 Client-Consent Form
- Tax Research Memo / workpaper
- Tax Research Fact Sheet (capture client facts without PII)
Security & Compliance Starter Kit
The highest-demand bundle: adopt the whole set to cover §7216, the FTC Safeguards Rule/WISP, the AICPA Code, and Circular 230.