CPE PLUS: Which AI Tools Can Your Firm Use With Client Data?
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Virtual
1.00 Credits
Member Price $0.00
Overview
Your staff is already using AI tools. The question is which ones can touch client data without crossing an IRS or FTC line. This session reviews ChatGPT, Copilot, Gemini, Claude, and Perplexity and what each one does with the data you input. You’ll learn how free tiers differ from business tiers, when a tool trains on your inputs, and where IRS Publication 4557 and the FTC Safeguards Rule apply. You’ll leave with a short checklist for vetting any AI tool before your team pastes a client return into it.
Leader(s):
Leader Bios
Camren Majors, Verito
Camren Majors is Co-Founder and Chief Revenue Officer of Verito Technologies, a cloud hosting and managed IT company serving tax and accounting firms. Majors leads the company’s marketing, growth, and revenue strategy and works with firms ranging from solo practitioners to multi-partner practices across the country. Majors has 10 years of experience in accounting technology and has worked with firm owners on infrastructure modernization, cloud migration, and IT security compliance. He has contributed to NATP TAXPRO Magazine and has presented webinars for the National Association of Tax Professionals (NATP), the National Association of Enrolled Agents (NAEA), and the National Society of Accountants (NSA). Majors is also the co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm. He is based in Central Florida.
Jatin Narang, Verito
Jatin Narang is Co-Founder and Chief Executive Officer of Verito Technologies, a cloud hosting and managed IT company serving tax and accounting firms. Narang leads the company’s product, operations, and technology strategy and works with firms ranging from solo practitioners to multi-partner practices across the country.
Narang has 10 years of experience in accounting technology and has worked with firm owners on infrastructure modernization, cloud migration, and IT security compliance. Prior to co-founding Verito Technologies, he worked at Microsoft, where he gained insight into the technology challenges facing accounting firms.
Narang is a member of the Forbes Technology Council and has presented at Thomson Reuters Synergy. He has also delivered webinars for the National Association of Tax Professionals (NATP), the National Association of Enrolled Agents (NAEA), and the National Society of Accountants (NSA). He is the co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm.
Member Price $0.00