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AI Tools for Accountants

Evaluating AI Tools as a CPA

How to vet vendors, data privacy, and client risk

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Before you adopt a tool, ask where the data goes, whether it trains on your files, and what your engagement letter allows. Cool demos aren’t a risk assessment.

Full lesson is on the way β€” written for accountants, not tech hype. Check back soon, or browse the rest of the AI pillar meanwhile.

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