While AI can be a powerful tool, tax practitioners should always verify the accuracy of AI-generated output and take steps to protect data privacy and attorney-client privilege, according to tax attorney Julie Bradlow, chair of DarrowEverett’s Tax Practice Group.
It’s important to check for factual errors and ensure the proper context is applied, Bradlow told Checkpoint. She also advises against using public AI platforms for client work due to data privacy risks and the potential for losing attorney-client privilege.
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