AI THE AICPA
EXPECTS YOU TO USE.
AI for Florida accounting firms and CPAs — AICPA-aligned governance, IRS Section 7216 + FTC Safeguards compliance, tax season document automation, audit assistance, and Microsoft 365 Copilot under a proper BAA. The compliance-aware AI implementation most consultants skip.
Veteran-owned. Serving Florida CPA firms from Ocala FL.
AI THAT SURVIVES
PEER REVIEW.
AICPA + FTC Safeguards Alignment
AI Acceptable Use Policy meeting AICPA guidance, IRS Section 7216 confidentiality, Gramm-Leach-Bliley Act, and the FTC Safeguards Rule for financial information. Vendor due diligence, employee training with acknowledgment, and the WISP documentation auditors expect.
Tax Season Document Automation
Invoice extraction, expense receipt processing, W-2 / 1099 / K-1 parsing into your tax prep software. The single highest-volume document workload a CPA firm runs — 40-60 hours/month of staff time back during peak season.
Audit & Review Assistance
AI-assisted document review for audit fieldwork, variance analysis, and review engagements. Always supervised by the engagement professional. Speeds the work without compromising the professional judgment AICPA standards require.
Client Communication & Intake
Drafting client letters, organizing intake documents into engagement files, summarizing emails for engagement managers. Reduces administrative time and gets you back to billable hours.
WHERE AI EARNS
ITS KEEP FOR CPAS.
TAX SEASON IS COMING. AI MAKES IT MANAGEABLE.
Document automation, policy, training — from Simply IT.
Talk to a Simply IT specialist about AI for your CPA firm — no obligation.
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