AI Governance for CPA and Accounting Firms in Coral Gables
Your staff already use AI on client work. We write the AI use policy that keeps client data inside the rules you practice under, add AI to your security plan, and leave your firm with a Charter your managing partner signs.
Aday Interactive, Inc. sets up AI governance for CPA and accounting firms from its office at 338 Minorca Avenue in Coral Gables, Florida. The policy is built on the rules your firm already practices under: the AICPA Confidential Client Information Rule, IRC §7216, Circular 230, and the FTC Safeguards Rule. Founder-led by Brandon Aday, with your partners signing off. For the full governance practice, see Fractional CAIO and AI governance.
The rules your AI policy has to answer to.
No accounting rule is written just for AI. The rules you already follow apply to every tool your staff use. Here is where each one lands.
What we install
AI Governance for Coral Gables CPA and Accounting Firms
AI use policies and governance installs for CPA and accounting firms in Coral Gables and Miami-Dade, mapped to the AICPA Confidential Client Information Rule, IRC §7216, Circular 230, and the FTC Safeguards Rule. Ends in a ratified Charter and a Trust Binder the managing partner signs.
Starting price: In-Office AI Policy Workshop $1,500; Governance Install from $12,500.
AICPA confidentiality, ET 1.700.001
A member may not disclose confidential client information without the client's consent. Typing client facts into an AI tool that keeps or trains on them can be a disclosure. The policy names the tools that meet the bar and blocks the ones that do not.
IRC §7216
A tax preparer may not use or disclose tax return information without written client consent, outside narrow exceptions. The policy sets what return data may go into which tool, and when consent is needed first.
FTC Safeguards Rule, 16 CFR Part 314
Tax preparers must keep a written information security program and oversee the service providers that handle customer information. AI vendors that touch client files go on that list. A breach exposing the unencrypted data of 500 or more consumers must be reported to the FTC within 30 days.
Circular 230
Practice before the IRS calls for care with client information and with the work you sign. If AI helps draft a memo, a position, or a client letter, a credentialed person still checks it. The policy says which work needs that review.
Your WISP
IRS Publication 5708 gives tax and accounting firms a sample written information security plan. We add the AI section: approved tools, data limits, vendor terms, and the steps to take if an AI vendor has a breach. Your IT provider still owns the security controls.
What the policy covers
Approved tools
Which AI tools staff may use, which vendors passed review, and what each one may be used for.
Client data limits
What client and return information may go into each tool, what never may, and when client consent comes first.
Human review
Which work a credentialed person must check before it reaches a client or the IRS, and who signs off.
Vendor terms
What every AI vendor must agree to: no training on your data, breach notice, and where data is stored.
Busy season
How AI may help with intake, document sorting, and client questions during the rush, and where it may not.
Incidents
What to do when an AI vendor has a breach or a tool gives a client wrong information.
Where to start
Each step is priced on its own. Buy only the one you need.
Free
AI Governance Check
An automated read of your AI governance across six areas: policy, data, oversight, regulatory, incident response, and access. Informational, not legal advice.
$1,500
In-Office AI Policy Workshop
We come to your office in Miami-Dade or Broward and work through the policy with your partners and staff.
From $12,500
Governance Install
Three to four weeks to a ratified Charter: every AI use registered and risk-classified, named owners, decision rights, and a Trust Binder your managing partner signs.
From $4,000/mo
Fractional Chief AI Officer
Senior AI leadership every month for firms that want someone accountable for AI on an ongoing basis.
Want more clients to find your firm, too? See AI for accounting and CPA firms and the free Circular 230 website scan.
Who you work with
“I help regulated practices get found, trusted, and cited by AI, before it hands their best clients to lesser competitors.”
Brandon Aday, Founder, Aday Interactive, Inc.
Founded the firm in 2002. Seven years at Microsoft Latin America, then digital growth at Univision, Catalina Mobile Payments, and Cascade Financial Technology, and AI work at Southern Glazer’s Wine & Spirits. He leads every engagement personally.
Credentials: MBA in Technology Management, American Intercontinental University · IBM AI Developer Professional Certificate · IBM Data Science Professional Certificate · Large Language Model Operations (LLMOps) Specialization, Duke University · Google Advanced Data Analytics Professional Certificate
Focus: Generative AI Engineering · Generative Engine Optimization (GEO) · Answer Engine Optimization (AEO) · Fractional Chief AI Officer Services
Meet Brandon →Professional Services Notice
Aday Interactive, Inc. is a technology firm, not a law firm or a CPA firm. Nothing on this page is legal, tax, or compliance advice. Rule summaries are plain-language overviews current as of November 2026; read the rule text and confirm with your counsel. Client firms remain solely responsible for their policies, client communications, and professional obligations.