Client emails, document chases and notice replies, drafted by AI inside your firm's rules. Nothing leaves the firm until you sign off, and client return information never goes into public AI.
What accountants say about AI right now
These are real posts from accountants, word for word.
"But then I think about client confidentiality and putting their data into ChatGPT or Copilot."
r/Accounting"it gives wrong info and is way too confident."
r/Accounting"it's a matter of getting AI permissions into engagement letters"
r/AccountingSo where does a careful firm start?
Four ways in, one firm-sized scope each
Mike Rodgers, Rodgers Intelligence Group, Denver, scopes the work with your people, builds it, writes the acceptance checks you approve before anything goes live, and stays until a named owner on your team can run it.
AI set up around your recurring work: client email drafts, notice summaries, engagement letter drafts. Drafts only, and you sign off.
See the packagesEvery new-client inquiry reaches a named owner, and missing items get chased on a schedule, with an exception route.
See the buildOne workflow across up to three connected systems, investigated and written up before anyone builds anything.
See the reviewAI work that keeps client information inside your own environment. Scoped per use case, after a short brief.
See Private AI| Inside | P1 Professional AI Packages | P2 Intake and Follow-up Build | P3 One-Workflow Review | P4 Private AI |
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What does that look like for your seat in the firm?
By role
The same safe method, set up for the job you actually do.
And where exactly is the line between AI and you?
The workpaper
Jobs an accountant can hand to AI today, each with the condition it needs. Nothing on the right is ever automated.
| AI drafts | You decide |
|---|---|
| Client email first drafts: status updates, follow-ups, one more item needed | You approve every draft before it leaves the firm |
| Document request lists from last year's file, and the missing-item chase | You confirm a file is complete. AI never declares it. |
| Tax notice summaries, with the figures compared and a reply drafted | You take the position and sign the reply |
| Engagement letter and proposal drafts from your own templates | You review the terms, including the AI clause |
| Month-end variance commentary and client report narrative | The numbers stay in your ledger. You approve the words. |
| Proposed coding and journal entries with the source attached | You post. Nothing posts on its own. |
| Renaming and filing client uploads, with a log | Approval mode stays on until you turn it off |
How does a firm get there without a big rollout?
How it works
Setup in person in Denver or fully remote, timed around your deadlines and agreed in writing.
Pit stop · the document chase is usually job oneWhat AI can and cannot do for your firm, starting from your AI rules and your information security plan.
The job with the most hours in it, set up on your real examples.
Acceptance checks written into the scope before it goes live.
Live sessions until your people run it on their own.
Add the next job when the first one works. Re-checked as your work changes.
The part your partners will ask about first.
Safety
Treat the written text that AI generates as drafts.IRS OPR guidance
So what is different from the AI your software vendor is selling?
What others leave out
Start with the assessment. It costs nothing.
Send your work email and Mike will set up a free firm assessment: what AI can do for your practice, what it cannot, and the first job worth setting up, with the controls it needs.
Want to test your own intake first? Run the free Client Intake Test Kit.
Questions partners ask first