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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. Pick a lane and get the safe move plus the data-safety call.

⚖️ Built by licensed, practicing CPAs 📚 Primary-source verified · IRC §7216, FTC Safeguards, AICPA Code Or browse the full Library

Try the redaction exercise

See it for yourself: strip a client's identity from a note, then watch AI answer the tax question, the gain, the deductible meals, while it still can't name the client or the SSN.

Open the Redactor
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.

Full library
Built by licensed, practicing CPAs, on primary-source-verified research: the actual IRC §7216, Treasury regs, the FTC Safeguards Rule, and the AICPA Code. Still, this is an educational tool, not legal advice. Since no AI-specific rule exists, some steps are reasoned inference (flagged inference). Verify against primary source and your state board. Grounded in the AI Lab's §7216 Decision Framework and Regulatory Foundation.
The AI Lab for Accountants · Safe-Use Planner · 100% offline, nothing you type leaves this page