Learn the method, then practice it

AI & 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 in Tax Practice: A Regulatory Study Guide

With Charlie Barmore

The deep track: a 12-lesson self-study series on §7216, the Safeguards Rule, AICPA standards, Circular 230, and state law.

AI Compliance Myths

The “but I heard…” myths about AI & §7216, checked against primary source.

Getting 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 to structured, fast, with every number verified to tie.

Build Your First App

With Charlie Barmore

From idea to a working app with your own AI: plan it, set it up, pick the tools, and build.

Setup: File and Folder Architecture

With Charlie Barmore

Organize your client folders and instruction files so AI agents find the right information, and only the right information.

Build 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 to organized workpapers, with the PII handling that makes it safe.