Which AI tools can your firm actually use with client data?
ChatGPT, Copilot, Gemini, Claude, and Perplexity, reviewed against the FTC Safeguards Rule and IRS requirements. Walk away knowing exactly which tools your firm can use, and how to set them up the right way.
A clear pass, partial, or full verdict on every major AI tool
The difference between consumer and enterprise tiers that decides compliance
A three-step plan you can start in your firm this week
Jatin NarangFounder & CEO, Verito
Camren MajorsCo-founder & CRO, VeritoSave your seat
What you'll learn
Forty-five minutes, built around the questions firm owners are actually asking about AI.
The verdict on every major tool
Where ChatGPT, Copilot, Gemini, Claude, and Perplexity land on compliance, tier by tier, for client data.
Consumer vs enterprise, explained
Why a free account and a business account are worlds apart, and the single distinction that determines whether a tool is safe for client data.
Six things every AI tool must have
The checklist to run any tool through before it touches a tax return, from no training on your data to audit logging.
Your three-step action plan
How to find the AI already in use at your firm, choose the right stack, and add clear AI language to your written security plan.
Built around the rules that govern your firm
We scored each tool against the four federal frameworks that decide how an accounting firm can use AI.
FTC Safeguards Rule
16 CFR Part 314
IRS Publication 4557
Safeguarding taxpayer data
IRC Section 7216
Disclosure of tax return information
Circular 230
Proposed technology competency standard
Your presenters
Two of Verito's founders, live and answering questions.
Jatin Narang
Founder & CEO, Verito
With 17+ years in IT, Jatin makes complex technology simple for firm owners. Member of the Forbes Technology Council and a Microsoft Certified IT Professional for over 16 years.
Camren Majors
Co-founder & CRO, Verito
Camren focuses on solving the real-world tech problems that get in the way of running a successful firm.
Presented for members of the National Association of Tax Professionals.
The views expressed during this webinar are those of Verito and do not necessarily reflect the views or positions of NATP.
Questions before you register
Is this live or a recording?
It is a live session on June 25, 2026 at 2:00 PM ET, with time for questions at the end. Register and we will also send you the recording afterward.
Is there a cost to attend?
No. The webinar is free. You only need to register so we can send your join link.
Will I get the slides and recording?
Yes. Everyone who registers gets the recording and the slide deck by email, whether or not you can make the live session.
Who is this for?
Owners, partners, and staff at tax and accounting firms who use AI tools, or who want to set firm-wide rules for using them with client data.
Get clear answers on AI before your clients ask
Join Jatin and Camren live on June 25. Bring your questions about the tools your firm already uses, and leave with a plan you can act on.