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Security & compliance

How do you protect private client information when running AI tax reviews inside Air Table?

1:10:58From the June 17 call · Claude Skills, Model Selection, and Custom Client Dashboards

The response was that everything is housed in Air Table, which the speaker states is SOC 2 Type II, so the AI model doesn't have to pull data from outside the platform. The model is brought into the app itself rather than data being sent out to it, comparable to how QuickBooks or Xero embed AI models within their own applications rather than exposing data externally.

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