BUILT FOR ACCOUNTING, BOOKEEPING & TAX FIRMS
Is your staff using AI safety with client information?
AI Employee Safety Desk gives employees a simple place to check before they use ChatGPT, Claude, Copilot, Gemini, or AI agents with confidential client or company information.
The problem is no longer “Will employees use AI?”
It is whether employees know what they may safely do before sensitive information is exposed.
How It Works
Simple Enough For Employees.
Useful Enough For Management.
The system turns the firm’s AI rules into everyday guidance, training, approvals and documentation.
Employees Ask Before They Act
They describe the task, AI tool and information category without uploading sensitive documents.
Green, Yellow or Red Guidance
Employees receive a clear answer, safeguards, alternatives and escalation when needed.
Management Gets Oversight
Owners see training, acknowledgments, requests and higher-risk activity without employee surveillance.
WHY ACCOUNTING FIRMS
Designed Around The Information Your Staff Handles Everyday.
INTERACTIVE PROTOTYPE
See Exactly What An Employee And Firm Owner Would Experience.
The clickable demonstration includes the employee Safety Desk,
Approved AI Tools, training, tool requests, Green/Yellow/Red decisions
and the protected Owner/Manager area.
STAGE 1 VALIDATION
Founding Pilot Firm
We are testing demand with a small number of accounting firms before building the production software.
$129 / month / firm
Firm-Wide Employee Access Concept
AI Safety Desk Guidance
Approved AI Tools And New-Tool Requests
Monthly Training And Acknoledgements
Owner / Manager Dashboard
No Setup Fee For Founding Pilot Firms