Client confidentiality
Can accounting firms use ChatGPT with client data?
A practical decision framework for the exact service, account, data, workflow, and controls involved.
Read the guidePrivate AI resource center
Clear answers for the person whose name is on the firm.
No hype. No blanket promises. These guides help managing partners ask better questions about AI, client data, security, and adoption.
Published by PrivateStride · Last updated August 11, 2026
Partner briefings
Start with the decision in front of you.
Each guide separates the technical question from the governance question, then gives you concrete next steps.
Unmanaged use
The managing partner’s guide to shadow AI
How to find unapproved AI use without driving it further underground, then replace it with a usable governed path.
Read the guideSecurity program
The FTC Safeguards Rule and AI
Questions to bring into your risk assessment, WISP, access controls, monitoring, and service-provider review.
Read the guideTax return information
IRC Section 7216 and AI
Why data location helps but does not answer every use, disclosure, consent, and contract question.
Read the guideArchitecture
On-premises private AI vs. public and hosted AI
A partner-readable comparison of data boundaries, control, upkeep, speed, and fit.
Read the guideGovernance
AI acceptable-use policy starter
A practical policy structure and launch checklist your advisers and Qualified Individual can tailor to the firm.
Read the guideHow we approach the subject
Architecture is one control. People and process still matter.
- Define the approved work before choosing a model.
- Know what data crosses each system boundary.
- Give people a useful alternative to unapproved tools.
- Keep professional review and accountability in the workflow.
- Measure adoption, risk, and returned capacity separately.
Capacity & AI risk assessment
Map the risk before you choose the tool.
In 30 minutes, we identify your highest-value workflows, likely shadow-AI exposure, and the controls a private AI program would need. The findings are yours to keep.
Book your audit 30 min · No preparation · Confidential