Nexairi Accounting Desk
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The AI Data Safety Guide for Accounting Teams — 8 pages, plain language, printable. Use it before AI spreads unchecked across your firm.
Red / Yellow / Green
Client Data
Safety Check
CPA Firms
Free Download
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Download the AI Data Safety Guide (PDF) →PDF · 8 pages · Print-ready · Free
What's inside
The guide gives your team a starter model for safer everyday AI use — without turning the first step into a month-long project.
1Cover & Introduction
Why accounting teams need an AI data standard before habits harden.
2The Big Shift
AI is already inside accounting workflows through shadow adoption.
3The Red / Yellow / Green System
A simple risk classification model any staff member can use.
4Red Data — Never Paste
Client files, tax data, SSNs, payroll records, account numbers.
5Yellow Data — Requires Approval
Redacted examples, anonymized workflows, draft templates.
6Green Data — Generally Safe
Public guidance, blank templates, training questions, writing help.
7The 5-Second Safety Check
A quick checklist your team runs before pasting anything into an AI tool.
8Next Step
When your firm is ready for a fuller governance framework.
Ready for the full governance framework?
This guide is your first reference. Firms processing larger datasets, running audit or attest work, or approving client-data tools may need a fuller operating framework — policy systems, vendor review, staff standards, and quarterly governance reviews.