White paper
What every firm needs to know about AI tools and data security
AI is revolutionizing the way tax professionals conduct research, assess risk, and deliver client services. But with this transformation comes a new set of challenges — especially when it comes to safeguarding sensitive financial and personal data.
As firms adopt AI-powered tools to boost efficiency and accuracy, they must also navigate a complex landscape of data privacy regulations, cybersecurity threats, and ethical considerations. The stakes are high — a single misstep can erode client trust, trigger compliance violations, or expose your firm to reputational damage.
This white paper is your essential guide to understanding the risks and rewards of AI in tax research — and how to implement it securely.
Inside, you'll learn:
- How AI is reshaping tax workflows and compliance
- The top data security risks introduced by generative AI (GenAI)
- Key regulations every firm must follow, including IRS Pub. 4557, GLBA, CCPA, and more
- Best practices for secure AI implementation
- How to build client trust through transparency and governance
Whether you're evaluating AI tools or already using them, this guide will help you navigate the intersection of innovation and information security with confidence.
Download your copy now and learn how to future-proof your firm securely with AI.