Jason On Firms Podcast 494 Do Accounting Firms Need to Disclose AI Use to Clients?
Aug 5, 2025
Diving into the growing relevance of AI in accounting, the discussion highlights the urgent need for firms to disclose AI usage to clients. It emphasizes transparency, especially concerning data handling for AI model training. The conversation underscores how generational attitudes towards technology are shifting, prompting the profession to blend traditional methods with innovative AI tools. Embracing AI isn't just an option; it's a necessity for accountants seeking to stay relevant and effective in today's landscape.
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Disclose If AI Trains Client Data
- Always use AI tools that do not train client data into the model.
- Specifically, opt for tools like ChatGPT Team Plan that ensure client confidentiality.
Balance Experience with AI-Savvy Youth
- Younger professionals naturally integrate AI into their work, changing productivity habits.
- The best firms combine experienced staff with new hires comfortable using AI for optimal results.
Make AI Disclosure a Personal Choice
- Decide personally whether to disclose AI use if client data isn't used for training.
- Consider client types, such as creative professionals, who may have different expectations on AI disclosure.