Practical guide · Orange Ink
How to review an AI tool for accountancy use
A useful demo does not answer questions about confidentiality, control or dependable practice use.
- 01
Check governance fit
Review provider terms, data use, retention, access, location and administrative controls.
- 02
Test a bounded task
Use synthetic or approved examples including awkward and missing-data cases.
- 03
Approve with conditions
Document permitted use, reviewers, monitoring and a withdrawal route.
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AI Practice Admin Starter Kit
Use the free checklist for safe first steps, then install the workflow with the paid Accountancy AI Starter Kit.
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Questions, answered
Before you decide
Should real client data be used in a trial?
Use synthetic or properly approved data unless governance review explicitly permits otherwise.