Adbuso Insights
AI Readiness for Accounting Firms
AI can help accounting firms reduce manual work, but only when the operational foundation is ready.
Where firms should start
- Document repeatable workflows.
- Clean up Microsoft 365 and SharePoint structure.
- Define client data handling standards.
- Clarify permissions and access control.
- Identify low-risk AI use cases before sensitive work.
What to avoid
Do not put sensitive client data into unmanaged AI tools without governance, approval, and documented policy.