Before an AI tool touches client work, review the control evidence.

For CPA, tax and accounting firms evaluating ChatGPT-style tools, copilots, AI features inside existing software, or new vendors. Score the decision on the operating questions that are easy to skip when adoption moves faster than governance.

Runs entirely in your browser. This tool does not ask for client data, vendor secrets, or uploaded documents.

AI vendor approval checklist

Choose the strongest answer your firm can actually support with evidence—not what the vendor’s marketing implies.