Using AI to Scale Advisory Work Without Sacrificing Data Control

Overview

Most firms want to use AI for the client-facing work that actually grows a practice, such as drafting communications, summarizing engagements, and preparing for advisory conversations. Many also stall, because the rules on what's safe with client data feel murky. This session draws the line between AI use that's safe and AI use that creates disclosure risk under IRC §7216. You will be shown how to write an acceptable-use policy that lets staff use AI for client relationship work without the firm losing control of client data.

Speaker

Jatin Narang, Founder and CEO, Verito

Jatin Narang is co-founder and Chief Executive Officer of Verito Technologies, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He leads product, operations, and technology strategy for a company serving hundreds of practices nationwide, from small firms to multi-partner firms.

With 10 years in accounting technology, Jatin has worked directly with firm owners on infrastructure modernization, cloud migration, and IT security compliance. A Forbes Technology Council member, he has presented at Thomson Reuters Synergy and delivered webinars for NATP, NAEA, and NSA. He is co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm.

Camren Majors, Co-Founder and CRO, Verito

Camren Majors is co-founder and Chief Revenue Officer of Verito Technologies, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He leads marketing, growth, and revenue strategy for the company, serving hundreds of practices nationwide, from small firms to multi-partner firms.

With 10 years in accounting technology, Cam has worked directly with firm owners on infrastructure modernization, cloud migration, and IT security compliance. He has contributed to NATP TAXPRO Magazine and presented webinars for NATP, NAEA, and NSA. He is co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm.

Highlights

At the conclusion of this event you will understand:

Where the real line is between AI tasks that speed up advisory work and AI use that risks an unauthorized IRC §7216 disclosure.
What to actually look for in an AI vendor's contract and settings so client data doesn't end up training someone else's model.
How to say yes to more advisory work with AI, without opening a compliance gap your insurer or the FTC would flag.

Prerequisites

None

Designed For

Public Practice
Corporate Accounting & Finance

Objectives

Upon completion of this session, participants will be able to:

Identify which client-facing tasks an AI tool can support today without creating a disclosure of taxpayer information under IRC §7216.
Evaluate an AI vendor's settings and contract terms, model training, data retention, and access controls, against Circular 230's diligence standard and the FTC Safeguards Rule.
Apply a firm-level acceptable-use policy that governs staff use of AI in client relationship work.

Preparation

None

Notice

FICPA Webinars are presented virtually.

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