Accounting & CPA Firms - MT Vector Solutions

Your Clients’ Tax Returns Don’t Belong in a Cloud AI. Yours Shouldn’t Either.

AccountCore — On-premises AI and compliance documentation for CPAs and accounting firms.

Accounting firms handle the most sensitive financial data that exists — and most are running it through tools that don’t stay local:

IRS Data Security Requirements — IRS Publication 4557 requires written data security plans for tax preparers. The FTC Safeguards Rule requires documented information security programs. Most firms don’t have them in writing.
Client Confidentiality Obligations — IRC Section 7216 governs disclosure of client tax information. Running client financials through cloud AI may violate both.
State CPA Board Requirements — Peer review readiness, client record retention policies, and engagement documentation standards are required for CPA licensure maintenance.

AccountCore AI processes client financial questions and manages your internal knowledge base — on hardware you own, never touching the cloud.
We write your IRS-required data security plan, FTC Safeguards Rule compliance documentation, and client confidentiality procedures.
Delivered in two weeks — ready for your next peer review, IRS inquiry, or state board audit.

AccountCore AI — On-premises AI for your firm. Client financials never leave your server.
IRS Data Security Plan — Written, current, compliant with Publication 4557 and FTC Safeguards Rule requirements
Client Confidentiality Procedures — IRC 7216 compliance, client data handling SOPs, third-party disclosure authorization procedures
Client Record Retention Policy — Retention schedules by document type, secure disposal procedures
Cybersecurity Documentation — Incident response plan, remote access policy, staff cybersecurity training log
Employee Handbook — Confidentiality agreements, conduct expectations, data security training requirements

📞 417-413-4750 | michael@mtvectorsolutions.com