The TracePrep Team writes the TracePrep blog for CPA, EA, and accounting firms. TracePrep is a tax-prep platform, and it also produces the Reasonable Compensation Study.
A follow-up cadence for the client request list: who sends each reminder and when, four message templates, an escalation ladder, and a chase log the Reviewer can read.
A practice-ops calendar for a Firm's AI-pass housekeeping: pre-season, in-season and post-season tasks, each with an owner role and a done-when record.
Stop rules a Firm can set for an AI drafting pass, a stop line on the entry list, and a file note so the Reviewer sees which rows were drafted and which were keyed by hand.
A shared status vocabulary for AI-drafted work: four words, who may set each one, what has to be true first, and a house rule for notes, boards and handoffs.
After the season, a Firm can re-read a few signed-off AI-drafted files in an internal re-check to learn where its checks missed: a selection rubric, a findings log and a checklist loop.
Before the Firm approves a proposed MCP connection, it can document its scope questions, proposed folders, record requirements and chosen approver.
A small, bounded pilot for an AI drafting pass: five files of mixed difficulty, who checks what, a per-file log, go/no-go questions and early stop triggers.
A section-by-section outline of a Firm's AI use policy: tools and accounts, client data, roles, review and sign-off, records, and who owns it.
The edits a Firm makes to its own written data security plan when it adds an AI tool: systems list, client data, access, storage, incidents, staff, sign-off.
What the IRS Section 7216 page says in its own words, what it leaves open about AI tools, and the questions a Firm takes to its counsel per tool and task.
How a manager keeps a status board for AI-drafted files: six fixed stages, one owner and one date per file, and a weekly read for files stuck in a stage.
How a Firm can have a Preparer screen poor scans before an AI drafting pass, hold back pages a person can't read with confidence, and get a clean copy or key by hand.