Is it okay to put client information into a paid/higher-tier version of Claude or ChatGPT?

The view expressed is that with the right (paid, business-tier) plan, putting some client information into Claude or ChatGPT is comparable to using AI features already built into tools like QBO — the AI is not training on your data. It was also noted that many practice management systems firms already use aren't even SOC 2 Type II certified, whereas ChatGPT Business is, implying the paid AI tools may actually offer comparable or better data protections than tools already in use. This point was attributed as also being made by Jason Staats. The idea was raised as a possible avenue for using AI to do things like a first-pass review of a tax return, generate a missing-items checklist, compare to prior year, or suggest tax strategies — with the output then reviewed by a preparer.