Classroom
Learn the method, then practice it.
Each course turns a Lab playbook guide into ordered lessons, paired with a hands-on Lab so you read the approach and then do it on your own model.
Foundations
The rules under everything · everyoneAI & Client Data: the rules
§7216, the Safeguards Rule/WISP, and what's required before AI touches client data.
The Regulatory Foundation
The cited, fact-checked detail under the rules: §7216/§6713, the FTC Safeguards Rule/WISP, the revised SSTS, and Circular 230.
AI Compliance Myths
The “but I heard…” myths about AI & §7216, checked against primary source.
Beginner
The use cases, made safeGetting Started with AI
The mental model, a safe setup, and your first three wins.
Client Communication
Draft emails & notice replies that sound like your firm. You stay the author.
Tax Research
Reliable answers without exposing the client, and verify every cite.
Writing & Memos
SOPs, memos, reports: you bring the substance, AI brings the structure.
Automating Busywork
The automation ladder: start no-code, keep a human in control.
Data Cleanup
Messy → structured fast, with every number verified to tie.
Builder
Architecture & decisionsBuild vs. Buy
A five-axis framework plus what to ask vendors at renewal.
Skills & Architecture
Code computes, AI drafts, you decide, plus the write-safety pattern.
Workpaper Automation
Source docs → organized workpapers, with the PII handling that makes it safe.