Inventory your AI. Assess the risk. Set the rules. Stay in control.
Do you know what AI is doing across your firm?
Your team is using AI. But do you know which tools they’re using, what data those tools can access, what systems they’re connected to, and what actions they can take?
As AI moves from simple chatbots to agents that can access files, connect to applications and trigger workflows, accounting firms need more than an acceptable-use policy. They need a practical way to manage AI across the firm.
Get the free AI Governance Toolkit for Accounting Firms to inventory your AI, assess risk, establish oversight and identify where your firm may need stronger controls.
What’s inside?
This isn’t a lengthy AI policy or legal guide. It’s a set of practical worksheets your leadership, operations, IT and department teams can work through together, including:
- Firm-Wide AI Inventory
- AI Risk Quick Check
- Detailed AI Risk Assessment
- AI Permissions & Autonomy Review
- Third-Party AI Vendor Review
- AI Incident Reporting Form
- Firm AI Governance Structure
- Approved, Restricted & Prohibited AI Uses
- Periodic AI Governance Review
- Executive AI Governance Snapshot
Who Should Use This Toolkit?
The AI Governance Toolkit was created for accounting firm leaders responsible for managing AI use, including:
- Managing partners and firm leaders.
- Firm administrators and COOs.
- IT and technology leaders.
- Risk and compliance professionals.
- Marketing leaders.
- HR leaders.
- Department and practice leaders.
- Employees building AI agents and workflows.
You don’t have to be an AI expert to use it. You just need to be willing to ask better questions about what your firm’s AI can access and do.
Know What Your AI Can Do Before It Does It
Fill out the form below to get your free AI Governance Toolkit for Accounting Firms. No fluff, no jargon, just practical, step-by-step guidance built for real-world businesses.
Make ethical AI your competitive advantage.
** Penheel Marketing is not a legal firm nor does it provide legal advice. Speak with a lawyer about any compliance issues you may face.