AI Data Security for Accounting Firms: How We Protect You

AI data security for accounting firms matters—and clients are asking smart questions about privacy, transparency, and impersonation risks (see recent Talker Research findings). We want to be proactive and clear about how we handle security at our firm.

AI data security for accounting firms - What consumers are worried about (and why it matters)

I read a Talker Research article on consumer concerns around AI and their data. Security concerns are on the rise. They found consumers worried about:

• Invasion of my personal privacy by AI programs — 27%
• AI-generated phishing — 27%
• AI being used to falsely impersonate me or a brand/person that I am engaging with — 26%
• Lack of transparency in how AI systems are using and storing my personal information — 25%
• Increased cybersecurity risks—threatening the safety of my personal data — 25%
• AI-generated voice cloning — 24%
• Deepfake impersonations of people I know and trust — 22%
• AI impersonation via chatbots — 20%
• Lack of accuracy/bias in AI systems — 18%
• I don’t understand what my legal protections are for how AI uses my information — 18%
• Authorizing AI to work on my behalf — 17%
• I don’t have any concerns related to AI and identity security — 9%
• Don’t know — 13%

Source: Talker Research summary

Where My CPA Pro stands

Our staff is domestic. I am overly consumed with security and legality. I do not sell your data.

We are real people doing real work on your behalf. You can call us and talk to us on the phone. Come to an event where I am speaking. Tell me you are on the email list. Maybe we can grab coffee.

How we use AI today

For now, we are using AI as a tool to help generate ideas for educational programming.

Have questions about how we protect your information?

Schedule a Free Tax Strategy Session. We’re happy to walk you through our privacy and security practices.

Read related content!

• Sketchy Tax Advice on Social Media Is Getting People Audited—Don’t Be Next
• Due Diligence in Investing: Why Blind Trust Costs More Than Money
• Your Tax Strategist Isn’t a California CPA? Read This First.