AI Consulting for Accounting & CPA Firms

CPA firms drown in documents every busy season. AI can extract, classify and draft — but taxpayer data is among the most regulated information a small business holds.

Vliso AI helps firms automate the paper chase while meeting IRS Publication 4557 and FTC Safeguards Rule expectations for data protection.

Regulations & compliance

IRS Publication 4557 — safeguarding taxpayer data
FTC Safeguards Rule (GLBA) for tax preparers
State board of accountancy rules on confidentiality

Risks we address

Taxpayer data uploaded to AI tools without safeguards
AI-prepared workpapers with errors entering filings
No written information security plan (WISP) covering AI
Staff using unapproved AI during busy season crunch

Use cases

Document intake: extract and classify W-2s, 1099s, K-1s automatically
Workpaper and return-preparation drafting support
Client request lists and follow-up automation
Bookkeeping categorization and reconciliation assistance
AI usage policy and WISP development

Outcomes

Busy-season capacity without seasonal hiring
Fewer manual data-entry errors
A defensible security posture for taxpayer data
Faster client response times year-round

Frequently asked questions

Is it safe to use AI with client tax data?

Only with enterprise-grade tools, no-training agreements, access controls and a written security plan. We set up all of it.

What's the best first AI project for a CPA firm?

Document intake and classification — it removes the most manual hours and is easy to measure.

Does the FTC Safeguards Rule really apply to CPA firms?

Yes. Tax preparers are covered financial institutions under GLBA and must maintain a written information security plan, which now should address AI tools.

Can AI prepare tax returns?

AI can draft and assemble, but a CPA must review and sign. We design workflows where professional judgment stays in the loop.

Vliso by the numbers

10 Years in business
50K+ Customers supported
800+ Businesses powered
99.9% Platform uptime

As featured in

Bloomberg
Forbes
Yahoo Finance
Disrupt Mag
LA Times
Benzinga

How we work

Discover: A free 30-minute scoping call. We map your AI systems, data flows, vendors and regulatory obligations.
Assess: Hands-on testing and review against NIST AI RMF, the EU AI Act, ISO 42001 and your industry rules.
Build & harden: We fix what we find — guardrails, controls, policies, code, automations — alongside your team.
Monitor: Continuous evaluation and runtime monitoring so your AI stays safe, compliant and effective.

Services

Responsible AI Evaluations — Independent testing of AI systems for bias, fairness, accuracy, safety and compliance.
AI & Agentic Security and Governance — AI red-teaming, pen-testing and governance programs for LLMs, RAG and autonomous agents.
AI Safety — Safety engineering, harm prevention and safe deployment practices for production AI.
AI Guardrails — Design, tuning and independent benchmarking of LLM guardrails — powered by Nforcer.ai.
AI Observability & Monitoring — Runtime monitoring, anomaly detection and detection & response for production AI.
NIST AI RMF Implementation — Hands-on implementation of the NIST AI Risk Management Framework, plus EU AI Act & ISO 42001 readiness.
AI Software Development & Automation — Custom AI apps, agents and workflow automation for businesses ready to automate.

Industries

Areas served

Contact: team@vliso.com