Industry · Accounting & Professional Services
AI security for accounting & advisory firms.
Preparers, auditors and consultants paste client financial data into AI to get through busy season. AccuroAI redacts SSNs and account numbers inline, reads scanned returns with OCR before they reach personal AI, and keeps your licensed tool working.
- Under 38 ms p99 inline redaction
- 1,400+ AI tools recognized
- 40+ data classifiers
What breaks today at accounting, tax and advisory firms.
Busy season runs on copy and paste
A preparer on deadline pastes a client's W-2 and 1099 details, with the SSN and bank account number, into a personal ChatGPT account to draft an email faster. Nobody at the firm sees it happen.
Client documents arrive as scans
Clients send last year's return, a voided check and bank statements as scanned PDFs and phone photos. Text-only controls miss them when a staff accountant drags the file into an AI chat.
The written plan has to account for AI
The IRS says federal law requires tax and accounting professionals to create and maintain a Written Information Security Plan, and the FTC Safeguards Rule calls for a written risk assessment. Few firms have a list of the AI tools their staff actually use to put in either.
01
Keep taxpayer data out of personal AI
Pasted SSNs and account numbers are redacted in the prompt, and scanned returns, payroll exports and statements that contain sensitive data are blocked on their way to personal or unapproved AI. The same work goes through to the licensed tool on the firm identity, so preparers and auditors keep the speed.
- SSNs, card and account numbers and email addresses redacted inline, in 40+ languages
- OCR reads text inside scanned returns, checks and screenshots
- Uploads blocked to personal accounts while the licensed tool keeps working
- Every block logged with the user, the app and the findings, such as an SSN on line 4
02
Find the AI tools staff, seasonal hires and consultants already use
Discovery keeps a live list of the AI tools and SaaS apps your people open, with the signed-in account and plan. An AI notetaker a consultant runs on client calls shows up as a high-risk app that needs review, and seasonal and contract staff are in the list from the day their device is enrolled.
- 1,400+ AI tools recognized in the browser and on managed devices
- Personal or business account and plan for each tool
- SaaS apps scored 0 to 100, with the high-risk apps that need review
- Insights name the riskiest PII category, app and user
03
Put limits on agents that reach client files
Teams automating intake, workpapers and reporting run coding agents and MCP servers next to the practice-management and document systems. AccuroAI scores each MCP server for risk, blocks the risky ones and destructive commands, and stops a runaway session. Internal AI apps and agents are checked on every call through the Agent Gateway SDK.
- MCP server inventory with 0 to 100 risk scores and capability tags
- Risky MCP servers and destructive agent commands blocked, with immediate alerts
- Kill switch and quarantine for a session or server
- Documents, RAG retrievals and tool outputs scanned for prompt injection, with four verdicts
Also included.
- Engagement files kept with approved tools
- For consulting and advisory work under engagement letters and NDAs, client documents with sensitive data are stopped on their way to personal or unapproved AI.
- Internal AI apps checked on every call
- Through the Agent Gateway SDK, each prompt, document, RAG retrieval and tool output gets a verdict: Allowed, Redacted, Held for approval or Blocked, with prompt injection scanning.
- Policy changes under dual authorization
- A named approver signs off before a policy is created, edited or rolled back, and Admin, Manager and Viewer roles set who can change what.
- Audit logs your SIEM can use
- Audit logs stream to Splunk, Microsoft Sentinel, Google SecOps, IBM QRadar, Elastic and Seceon, and evidence maps to 8 frameworks.
- Deployed where your data lives
- Run AccuroAI on-prem, in your own cloud or hosted by AccuroAI. It never trains on your data.
Questions accounting firms ask first.
Does AccuroAI make our firm compliant with the FTC Safeguards Rule?
No product does that on its own. The Safeguards Rule (16 CFR Part 314), under the Gramm-Leach-Bliley Act, treats an accountant or other tax preparation service that completes income tax returns as a financial institution and requires a written information security program. That program belongs to your firm. AccuroAI supplies an inventory of AI tools in use, logs of AI activity and data controls on staff AI use.
What does the Safeguards Rule require that touches staff AI use?
Among other things, the rule calls for a written risk assessment, access controls, encryption of customer information, a log of authorized users' activity, oversight of service providers and a written incident response plan. A breach involving at least 500 consumers' unencrypted information must be reported to the FTC no later than 30 days after discovery. AccuroAI's inventory and logs are evidence for that program, not the program.
Does AccuroAI write our Written Information Security Plan?
No. The IRS says federal law requires tax and accounting professionals to create and maintain a Written Information Security Plan. IRS Publication 5708 covers creating one, and Publication 4557, Safeguarding Taxpayer Data, gives security recommendations. Your firm writes and maintains the plan. AccuroAI shows which AI tools staff use and logs policy violations, which the plan can reference.
Is pasting return information into an AI tool a disclosure under Section 7216?
That is a question for your counsel, and this page does not answer it. 26 U.S.C. 7216 sets criminal penalties for a preparer who knowingly or recklessly discloses return information, or uses it for a purpose other than preparing the return. Once counsel sets the rule, AccuroAI applies it: allow, redact or block per app, account type and data type.
Does it read scanned returns and photos of client documents?
Yes. OCR reads the text in screenshots and scanned images, and a file with an SSN or account number is stopped before it reaches a personal or unapproved AI account. AccuroAI detects the identifiers on a document, such as SSNs, account numbers and email addresses. It does not classify a W-2 or 1099 as a form type, so test your own samples in the pilot.
How are seasonal staff covered, and where is client data held?
Policies apply from the day a device is enrolled, and AccuroAI rolls out through your MDM in under 30 minutes. Run it on-prem, in your own cloud or hosted by AccuroAI. It never trains on customer data, and conversations are recorded only when a policy is violated. A 72-hour pilot shows the AI already in use on your own devices.
See it before busy season.
A 72-hour pilot maps the AI already in use across tax, audit and advisory teams on your own devices. AccuroAI rolls out through your MDM in under 30 minutes.
15 enterprises secured · 14M+ prompts inspected daily · Deployed in under 30 minutes · 72-hour pilot