Technology September 15, 2026
AI Disclosure Is Not About the Tool. It Is About the Trust
Clients may not need a list of every technology their accountants use, but they do need confidence that AI risks are being managed.
Firm Management July 29, 2026
Opinion: The AI Trickle-Down Myth
When we vet an AI tool, we ask for the SOC 2 report. We check whether it trains on our data. Good instincts, but the wrong question.