Security & compliance
Is it secure to store client tax data (like schedule C info) in Air Table when using it as the backbone for an internal AI-powered practice management app?
49:24From the June 3 call · MCP Connectors, Custom Portals, and AI Tax Workflows in Practice
The member said they double-checked Air Table's security specs, including SOC 2 Type II compliance, before using it to hold client data such as schedule C information. Because Air Table already meets that security bar, it serves as a 'safe space' into which AI prompts and automations are then layered, rather than exposing data to less secure tools.
The full answer is members-only
Membership gets you this answer, the recording, and the rest of the library.
See membershipAlready a member? Sign in