Artificial Intelligence October 12, 2026
What to Settle Before Client Tax Data Touches AI
The question for firm owners is whether the firm has decided, in writing, where that data is allowed to go.
Financial Reporting June 17, 2026
FTC Safeguards Rule and Client Tax Data: What Your Hosting Environment Actually Needs to Comply
The rule defines "financial institution" broadly enough to capture tax preparation firms and financial advisors directly, not just banks and lenders.