AI Policy Generator for Accounting Firms

Your team is probably already using AI. Maybe it's ChatGPT for email drafts, automation tools for workflows, or AI-powered research. That's fine until someone asks a client-facing question you can't answer, or worse, until something goes wrong.

You know you need a policy. You also know that drafting one from scratch means committee meetings, legal reviews, and weeks of back-and-forth. So it sits on the to-do list while your team keeps experimenting without guidelines.

Here's the thing: AI governance isn't about shutting down innovation. It's about creating the conditions where your team can move forward safely. According to the World Economic Forum, firms that establish clear AI policies reduce risk, protect client data, and ensure compliance without stifling progress.

Archie's AI Policy Generator does the heavy lifting. Answer a few questions about your firm, and you'll have a tailored policy ready to review and roll out.

How It Works

Step 1: Tell us about your firm Answer a few quick questions about your size, services, compliance requirements, and how you're currently using AI.

Step 2: Generate your policy The generator drafts a structured policy customized to your firm's needs. It covers acceptable use, data protection, client communication, and compliance.

Step 3: Review and refine You get a working document, not a final decree. Adjust it to fit your firm's culture and roll it out when you're ready.

What You'll Get

A policy that addresses the real questions your team is asking. What can we use AI for? What's off limits? How do we handle client data? What happens if something goes wrong?

You'll have clear guidance on acceptable AI tools, data security requirements, client communication standards, and compliance checkpoints. Plus a framework you can update as your firm's AI use evolves.

This isn't about creating bureaucracy. It's about giving your team the clarity they need to experiment responsibly.

Start Building Your Policy

Use the generator to create your first draft. Then bring it to your leadership team, get their input, and make it official.

The sooner you have guidelines in place, the sooner your team can move forward with confidence instead of second-guessing every decision.