For accounting firms using Microsoft 365
Use AI without making client data somebody else’s problem.
Take five minutes to identify the first AI-use controls your firm should have in place before “everyone is already using it” becomes your policy.
No security guarantees. No magic wand. Just useful starting points.
Free AI readiness scorecard
Ten questions. A clearer first move.
Answer based on what is true today, not the policy you plan to write after busy season.