As AI tools gain access to firm and client data, access controls matter more than ever. Explore how least privilege, audit trails and clear governance can help firms adopt AI without creating unnecessary risk.

Many firms treat tax season as a pause on change—but that mindset is holding them back. This article explains why innovation, automation and process improvement should continue even during busy season and how firms can use real-time insights to improve workflows, reduce repetitive work and create capacity for higher-value client service.

AI transcription tools are transforming how firms capture and share meeting notes. But adoption requires more than just flipping a switch. From gaining informed consent to safeguarding sensitive data and positioning transcription as a client value-add, firms must weigh the benefits and risks carefully. This article outlines best practices to ensure AI enhances trust and client experience.