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AI in tax practice: §7216 and IRS rules: a OneForm AI use checklist report card on the OneForm gradient

AI in Tax Practice: Section 7216, Circular 230 and Safe Use

Tax firms can use AI if they control client data under §7216, review every draft as Circular 230 requires and vet AI vendors in their FTC Safeguards Rule security plan.

Brian Davis, CPA, CFE · October 11, 2026

Client intake form for accounting firms: a OneForm New client intake report card on the OneForm gradient

Firm operations12 min read

Client Intake Form for Accounting Firms: What to Ask and Skip

Ask only what you need to qualify, scope and price the engagement, in seven sections, and keep SSNs, bank details and ID copies out of the web form.

Brian Davis, CPA, CFE · October 11, 2026

Client onboarding for accounting firms: a OneForm Onboarding workflow report card on the OneForm gradient

Firm operations11 min read

Accounting Firm Client Onboarding Process: 8 Steps With Owners

Run onboarding as eight owned, timed steps: respond, qualify, intake, engagement letter, identity and secure access, documents, kickoff and a first deliverable.

Brian Davis, CPA, CFE · October 11, 2026