The rules you work under. What you can show for each.
For each set of rules: what it asks, in plain words, and what the app helps you show. A rule pack helps with your own work. It doesn't certify anything.
Tax and accounting
Section 7216 and the FTC Safeguards Rule
You need the client's OK before using their tax return details for anything beyond the return. You also keep a written plan to protect client data.
Source: 26 U.S.C. § 7216, 16 CFR Part 314, IRS Publication 5708
- Each client's answer, how they gave it and every change
- Signed consent forms
- Who signed your AI policy and took the training
- Which AI tools touched which client's files, and what was stopped
- Insurer answers and an evidence pack for any period
Law firms
ABA Formal Opinion 512
The ABA's AI guidance covers skill, keeping secrets, talking with clients, oversight and fees. It says a form line in an engagement letter isn't enough. Your state's rules decide.
Source: ABA Formal Opinion 512
- Each client's answer about AI
- Who signed your AI policy and took the training
- A second yes before AI work lands
- What AI did on each client's files
- A "How we use AI" letter and monthly pages to share
Health and therapy
HIPAA, and state laws on AI in sessions
Vendors that handle health information for you need a signed agreement. Some states ask for consent before AI records a session.
Source: HHS: business associate agreements
- Session note folders on Strict
- On this Mac only for chosen clients
- Each client's answer, including signed forms
- Names swapped out before AI reads text (it can miss some)
- Warnings before client files or text go to AI websites
Financial advisers
SEC and FINRA record keeping
Firms keep and check their business records. The record keeping rules still apply when AI is used.
Source: Debevoise on FINRA's 2026 oversight report
- A dated record of each AI job and each decision
- Who signed your AI policy
- Record exports for your monitoring tools
- An evidence pack for any period
Schools
FERPA
FERPA protects student records and limits who sees them without consent.
Source: U.S. Department of Education: FERPA
- Student record folders on Strict, or On this Mac only
- Warnings before records go to AI websites
- A record of what AI did, and when
Short summaries to help you find the rule. Not legal advice. Whether a use is allowed is your call.
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