See which AI tools and agents your firm permits, restricts, or requires approval to use.
AI Tool / Agent
Permitted Use
Status
SecureWrite AI - Firm Account
AI Tool
General communication with
no client-identifying data
APPROVED
TaxGuide Research Agent
AI Agent
Researching public IRS
and state tax guidance
APPROVED
Ledger Review Agent
AI Agent
Reviewing anonymized
bookkeeping workflows
Requires Approval
ChatGPT - Personal/Public Account
AI Tool
Not authorized for company
work or client information
Restricted
Unreviewed Browser AI Extensions
AI Tool
Not permitted on firm devices
Restricted
Firm Policy Reminder
Approval applies only to the uses listed above. Never enter client tax records, financial details, credentials, or personally identifiable information unless your firm has a specificially authorized secure workflow.
