For accounting firms using Microsoft 365
Set a clear first rule for staff AI use.
Take this 10-question scorecard to see where your firm may need a written AI-use boundary, staff guidance, or a named owner. It is an educational starting point for an invited feedback round, not a security assessment, legal review, or compliance certification.
Free educational tool. No payment, preorder, or product delivery is offered in this validation round.
Free AI readiness scorecard
Ten questions. A clearer first move.
Answer based on what is true today, not the policy you plan to write after busy season.
Common questions
AI-use policy questions accounting firms ask.
What is an AI acceptable-use policy?
It is a short set of written rules that tells staff which AI tools they may use, what information they may enter, and who approves exceptions. It is an educational guardrail, not legal or compliance advice, and it should fit how your firm actually works.
Does my accounting firm really need an AI policy?
If staff use public AI tools with client tax, payroll, or identity data, a written boundary reduces the risk of that information ending up somewhere you did not intend. A policy is most useful when it is short and staff actually read it.
What should an AI-use policy for a CPA firm cover?
A practical policy names approved tools, states what information is never to be entered, assigns an owner for AI decisions, gives simple examples of allowed and prohibited use, and provides a way for staff to raise a concern.
What is a readiness scorecard?
It is a short self-assessment that helps you see which AI-use controls your firm has and which are missing. A scorecard is an educational screening tool, not a security assessment, legal opinion, or compliance certification.