Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights
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Before Building with AI, Firms Need a Plan for Client Data | Innovation Insights
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Context, verified sources, and human review remain essential as teams build AI tools.
Innovation Insights
With Donny Shimamoto and Liz Mason
Center for Accounting Transformation
A tax firm can build an AI agent to organize documents, flag missing information, and track unfinished returns. The harder assignment is deciding what that agent should never do on its own. That question drives this episode of Innovation Insights, a Center for Accounting Transformation podcast conversation between hosts Donny Shimamoto, CPA.CITP, CGMA, and Liz Mason, CPA.
As smaller firms experiment with building their own tax tools, the two examine what separates a useful automation from a costly lapse in security, accuracy, or professional responsibility.
- More Donny Shimamoto
Shimamoto is founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation. Mason is co-founder and CEO of TaxFigure, founder and CEO of High Rock Accounting, a member of Intuit’s Partner Council, a board member of AuditMiner, and CEO and founder of Rebel Rock.
Their message gives firms room to experiment, but it also gives that experimentation a clear starting point: Understand the data, the workflow, and the professional obligations before building.