AI controls for accounting firms
Know what AI is being used. Decide what stays. Keep the evidence.
Practical operating controls for CPA, tax and accounting firms adopting AI faster than policies, vendor reviews and approval records can keep up.
Start with the free AI Vendor Review →Free tools & practical guides
Use these first. The paid workbook is for firms that want the controls organized into one operating system.
Lead toolAI Vendor Review Scorecard3-minute review of client-data boundaries, retention, access, contracts, human review and evidence.CalculatorAI ROI GateEstimate annual savings, implementation cost, recurring cost and first-year payback before scaling a pilot.RiskShadow AI GuideWhy unauthorized AI use is an operating-control problem, not just an IT policy issue.GuideAI Governance for Accounting FirmsInventory, approvals, vendor evidence, risk tracking, output review and executive oversight.UngatedInteractive Vendor ChecklistOpen the scorecard directly without email capture when sharing internally.Demand testGovernance Pro Early AccessInterest test for maintained control revisions and quarterly governance update notes.
Install the operating-control layer
Paid workbookAI Governance Control PackExcel workbook for AI inventory, use-case ROI gates, vendor review, risk tracking, executive oversight and governance notes.
$49 one time · optional $29 Ops Control Starter add-on
General opsOps Control Starter / Full OCSBroader exception, KPI, control, process-audit and weekly-review systems for operating teams.PractitionersConsultants & PartnersConsultant-license testing for fractional COOs and operations advisors.