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Security & compliance

Does the 7216 client-consent issue apply the same way to bookkeeping work as it does to tax return preparation?

23:44From the June 16 call · Workpaper Automation, 7216 Questions, and Claude for Bookkeeping

One participant's view is that 7216 consent concerns are specific to tax work, not bookkeeping — she is comfortable with the security risk of using AI on bookkeeping data but is less comfortable with the privacy/consent issue when it comes to tax returns, which is where 7216-style consent requirements come in. This distinction was noted as helpful and not something everyone had been separating clearly before.

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