BUILT FOR ACCOUNTING, BOOKKEEPING, AND TAX FIRMS
Your Employees
Are Using AI. Is Your Client Data Protected?
AI Employee Safety Desk helps employees make safer
AI decisions -- and gives management practical visibility
into higher-risk activity, approved tools and company AI policy.
Enterprise-level AI safety -- made practical,
understandable, and affordable for smaller businesses.
Clear Green, Yellow or Red guidance before sensitive information is placed at risk.
Protect Confidential Information
Give Management Visibility
Strengthen Client Trust
THE RISK IS ALREADY INSIDE THE WORKPLACE
One Careless AI Action Can Put
Years Of Client Trust At Risk
Employees may copy, paste, or upload sensitive information into AI tools without realizing
where that information could go - or whether the tool is approved.
Tax & Identity Data
Tax returns, taxpayer
IDs, Social Security
numbers, and personally identifiable information.
Financial & Banking
Account numbers,
statements, transactions, routing information, and bookkeeping records.
Payroll & Employee Data
Compensation, payroll records, and confidential employee information.
AI Tools & Agents
Unapproved tools and autonomous agents
and new AI service employees may begin using without review.
A PRACTICAL AI-SAFETY PROCESS
Simple For Employees.
Powerful For Management.
Set The Company Rules
Management identifies approved AI tools, restricted information, and activities
requiring approval.
Employees Check First
Employees describe the task, AI tool, and information involved -- without uploading the sensitive document.
Receive Clear Guidance
AISED provides safeguards, safer alternatives, or a firm STOP when the proposed activity
is too risky.
Management
Sees The Risk
Alerts and reports
reveal higher-risk requests, repeat patterns, training
needs, and
tool-approval activity.
A STRONGER REASON TO CHOOSE YOUR FIRM
Protect Client Information - And Strengthen Client Trust
Your clients trust you with their ost private financial information. AISED helps your firm demonstrate that employee AI use is being managed through a clear, repeatable safety process.
That is not only protection. It can become a meaningful point of distinction when prospective clients compare firms.
We have a system in place to help
manage how employees use AI and
protect sensitive client information.
Build Confidence
Show clients that responsible AI use is part of the firm's operating process.
Protect Reputation
Reduce preventable AI-use mistakes that could damage hard-earned relationship.
Stand Apart
Give prospects another practical reason to trust and select the firm.
COMPANY AI SAFETY MONITOR
Move Beyond
Relying Only On Employee Judgement
AISED is being designed as a company
AI-Safety-System, not merely a question-and-answer screen. Management can establish rules, review
risky activity, and identify where added training
or action may be needed.
Approved, restricted, and approval-required AI
tools and agents
Firm AI policies translated into everyday
employee guidance
Alerts for higher-risk requests and repeated
RED-STOP guidance
Management reports by risk category, department,
or activity
Optional integrations that may help detect or
prevent prohibited activity
Management
AI-Safety Overview
CURRENT ACTIVITY
184
Safety Checks
12
Yellow Cautions
4
Red Stop Events
Client Tax Document Proposed For An Unapproved AI Tool
Client Identifiers Require Removal Before AI Use
General Office Notice Submitted For Proofreading
STOP
CAUTION
SAFE
SOPHISTICATED PROTECTION WITHOUT THE COMPLEXITY
Designed So Almost Any Business
Can Configure And Operate It
Powerful Behind The Scenes
Industry rulebooks, company policies,
tool approvals, employee guidance, reporting,
and integration options work together as
one safety system.
Clear On The Screen
Employees see plain-language answers.
Managers see logical controls, recognizable
colors, and reports that explain
what requires attention.
SOPHISTICATED PROTECTION WITHOUT THE COMPLEXITY
Don't Just Read About It
See How It Could Work
Experience the employee safety check, Green/Yellow/Red guidance, approved AI tools
and agents, management alerts, reports, and oversight features.
FOUNDING PILOT PROGRAM
Help Shape Practical AI Safety For Smaller Firms
We plan to invite a limited number of accounting, bookkeeping, and tax firms to evaluate the concept, provide candid feedback and help shape the production version.
Firm-wide employee
access concept
Approved AI tools and agents
Owner and manager dashboard
AI safety guidance
Policies and employee
acknowledgements
Alerts and managerment reports
Founding Pilot members will receive special introductory
pricing - the lowest pricing AIESD is expected to offer.
Participation will be limited.
Request Founding Pilot Details