Using AI Safely with Financial Data: Protect Client Information, Plus a One-Page AI Use Policy

What never goes into an AI tool, how to vet vendors, and a one-page AI use policy you can adopt. Part of the Mac Neal LLC Resource Series: practical, plain-English guides for freelancers, side hustlers and small-business owners.

Inside this guide:

• What AI tools can do with what you type, and how to check any vendor's settings and terms
• A four-level system for classifying your data, and what never goes into a consumer AI tool
• What tax and accounting professionals need to know about the FTC Safeguards Rule, the written information security plan (WISP) and IRS Publications 4557 and 5708
• Printable templates: a one-page AI Use Policy, a vendor checklist, a data map and an incident record

16-page PDF with checklists and printable worksheets. Updated October 2026.

General education, not tax, legal or technology advice. Have a question about your own situation? Book a consultation at www.macnealllc.com.