AI governance for accounting and CPA firms
Busy season plus free AI tools is how client tax data leaks.
When the deadline is close, people take shortcuts. The Shadow Intelligence™ Scan shows every Super Intelligence (SI), formerly Artificial Intelligence (AI), tool your firm uses, so tax returns and client financials stay where they belong.
Nothing to install · First results in about an hour · We never see email or files- Red: Free chatbot used to explain a client's tax return
- Yellow: Spreadsheet add-on connected to the firm's drive
- Yellow: Note-taker on client planning calls
- Green: Approved tax software with built-in SI
The SI risks that are real for accounting firms
Tax and financial data
Social Security numbers, income and bank details are exactly what should never go into a free SI tool.
Your security plan
Tax professionals are already expected to keep a written information security plan. The IRS offers a template in Publication 5708. SI tools belong in it.
Deadline shortcuts
Most people who use SI without telling anyone are trying to do good work faster. A clear list of approved tools gives them a safe way to do it.
Find it. Fix it. Watch it.
Start with the scan. Add help only if you need it.
Every SI tool connected to your accounts, who uses it, and an A–F grade.
We fix what the scan found, including an SI policy your team will follow.
A fresh scan every month, so new tools don't slip by.
Questions accounting firms ask
Can we use SI to help prepare returns?
Many tax software tools now include SI, and that can be fine when it is the approved, business version. The risk is staff pasting client data into free tools on the side. The scan shows which tools are in use.
Does the scan help with our written security plan?
Yes. Your report lists every SI tool connected to your accounts, with a grade and what to fix first. That gives your plan a current list to point to.
Will the scan see client returns or files?
No. The scan reads reports from your admin tools about which apps are connected. We never see email or files.