Verito, a cloud hosting and managed IT provider for accounting firms, is partnering with the National Association of Tax Professionals to deliver an AI governance and cybersecurity curriculum, built specifically for tax preparers, to NATP’s 23,000-plus members nationwide.
The curriculum gives NATP members a structured path through the artificial intelligence, data handling, and compliance decisions that now sit daily inside tax workflows. It builds on Verito’s framework for the Cyber-Ready Tax Practice, a concept describing a firm that handles AI use, client data, and regulatory documentation as deliberately as it handles a return, as well as on the company’s 10 years of operating secure infrastructure for tax and accounting firms.
The first curriculum sessions launch in Q2 2026.
Verito says it will deliver continuing education and member-resource content across three domains:
- AI governance for tax workflows: What AI tools fit tax prep, how to document AI use in client engagements, and how to vet AI vendors handling taxpayer data.
- Written Information Security Plans (WISPs): Building, updating, and maintaining a current WISP, with templates and audit-ready documentation.
- Modern data protection practices: Encryption, access management, multifactor authentication, and incident response patterns that match what underwriters and clients now expect.
“AI is already inside the workflow of most tax firms, whether the firm’s owner planned it or not,” Jatin Narang, CEO and co-founder of Verito, said in a statement on May 20. “The question isn’t whether to engage with these technologies. It’s how to use them well, protect client data, and document the decisions you’re making. That’s what a Cyber-Ready Tax Practice looks like: a firm running modern tools intentionally.”
According to Verito, the partnership delivers the following:
- For NATP members: Continuing education credits, ready-to-use templates (AI use policy, WISP, vendor vetting checklists, and incident response plan), and direct access to practitioners who can answer tax-specific questions.
- For firms adopting AI tools: A governance framework that lets them document AI use confidently.
- For firms positioning for growth: A defensible Cyber-Ready Tax Practice posture that supports client retention, cyber insurance qualification, and firm valuation
“Protecting taxpayer data and helping members adapt to emerging technologies are important priorities for NATP,” Scott Artman, CPA, CGMA, CEO of the National Association of Tax Professionals, said in a statement. “We’re pleased to work with Verito to provide education and resources that help tax professionals strengthen their practices and confidently navigate evolving cybersecurity and AI considerations.”
NATP members can access exclusive discounts at verito.com/partners/natp or contact Verito at sales@verito.com.
More information about the NATP can be found here.
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