For CPA firms
Your firm is going to use AI on client work. The question is whether you can defend it.
Skoor deploys Claude — Anthropic's own desktop and mobile apps — on your firm's devices, under certified profiles built for tax, audit, and bookkeeping roles. Then we score the deployment, and every agent in it, against the standards that already bind your firm.
Why now
Busy season will not wait for your AI policy.
Staff are drafting client emails, summarizing source documents, and checking positions in whatever AI tool is open in a browser tab — with client return information attached and nothing written down.
§7216 attaches criminal penalties to unconsented use of return information. The FTC Safeguards Rule requires a written security program that covers the tools your firm actually uses. Neither has an AI exception.
Bans move the behaviour to personal phones. The answer is a governed way to do it right: Claude on firm devices, under profiles that scope what each role may touch, with a record of everything.
What changes
A certified profile for every role at the firm.
Claude works the way your firm does — but which client data it may touch, which connectors it may reach, and what gets logged is decided by the profile, not by whoever is typing.
- —Draft client memos and correspondence without exposing return data beyond the engagement
- —Summarize and cross-check source documents inside a scoped workspace
- —Research positions with the work product logged
- —Workpaper review support with every prompt and output retained as evidence
- —Drafting and tying out disclosures under a profile that cannot reach other clients
- —Independence-safe configuration for public-company work
- —Categorization and reconciliation support against the client's own ledger connectors
- —Month-end close checklists run the same way every time
- —Connector allowlists per client engagement
- —Engagement letters, scheduling, and intake drafting with client data fenced off
- —Firm knowledge available without pasting it into public tools
- —Staff trained on what may and may not leave the building
What we score against
The rubric is built from your obligations, not our imagination.
Look before you commit.
Start with the assessment.
Fixed fee, quoted on the size of your firm, credited in full against implementation. Two weeks — and the baseline Skoor and written finding are yours to keep either way.
Claude is a product of Anthropic, PBC. Skoor is an independent implementer and is not affiliated with or endorsed by Anthropic. A Skoor scores technical safeguards against published standards; it is not a legal opinion and not a determination of compliance.