AI Acceptable Use Policy Template for Tax and Accounting Firms
A signature-ready AI policy for tax and accounting firms, plus the implementation guide most templates skip. Aligns with FTC Safeguards Rule and IRS Publication 4557. Customize, sign, file with your WISP.
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The Policy
Six clauses covering approved tools, free-tier prohibitions, PII restrictions, new tool requests, accidental disclosures, and tier compliance.
Implementation Guide
DSC role assignment, AI tools inventory, request workflow, rollout steps, and annual review triggers. The part most firms skip.
Fillable PDF
Enter your firm name, effective date, and coordinator details. Sign and file with your existing WISP.
"Since making the change to hosting my tax software on Verito servers and then adding their managed IT services, my IT duties have been reduced dramatically."
Need the Full WISP Behind It?
This policy attaches to a Written Information Security Plan. If your firm is still working from a template, Verito builds custom WISPs for tax firms in 5 business days.
- Custom WISP built for your firm's tools and workflows
- AI tools inventory and approved tools list included
- Data Security Coordinator workflow documented
- FTC Safeguards Rule and IRS Pub 4557 compliant
Delivered in 5 business days.
Questions About AI Compliance?
Our compliance specialists work with tax firms on FTC Safeguards Rule and AI governance.
FTC Safeguards Rule Aligned • IRS Pub 4557 Compliant • No Obligation