AI Questionnaire Response Kit — Accounting edition · Prepared by Firm operations lead
0 of 13 sections reviewed by the preparer. Review marks describe the entries, not whether controls are operating.
24 employees and 4 contractors across bookkeeping, advisory and operations
Your partners need consistent staff rules before approving AI-assisted client work.
This report summarizes your records. The Full record export preserves complete notes, entries and review coverage.
17 more open themes or responses are listed in the full record. The next page shows all answer themes.
Confirm the scope and supporting evidence with the owners. Resolve or clearly disclose open conditions. Choose the full record when the recipient needs detailed answers or evidence locations.
AI Questionnaire Response Kit — Accounting edition · Prepared by Firm operations lead
A review of all 19 answer themes in your answer bank. 4 client questions recorded in your Response register. Drafted answers still require factual and evidence review before a customer receives them.
| Question area | Recorded status | Working record |
|---|---|---|
| AI acceptable use policy | Not adapted | No company response |
| Inventory of AI systems | Not adapted | No company response |
| Training on customer data | Not adapted | No company response |
| Opt-out and controls | Not adapted | No company response |
| Data handling and retention | Not adapted | No company response |
| Human oversight | Not adapted | No company response |
| Vendor and model governance | Not adapted | No company response |
| Sub-processors and models | Not adapted | No company response |
| Security of AI systems | Not adapted | No company response |
| AI incident response | Not adapted | No company response |
| Compliance mapping | Not adapted | No company response |
| Contracts and DPA | Not adapted | No company response |
| Monitoring and logging | Not adapted | No company response |
| Staff training | Not adapted | No company response |
| AI disclosures | Not adapted | No company response |
| Connected tools and agents | Not adapted | No company response |
| Intellectual property review | Not adapted | No company response |
| AI ownership | Not adapted | No company response |
| Meeting recording and AI notetakers | Not adapted | No company response |
Use Buyer response pack to select actual responses and review the sharing boundary. Full record (HTML) is an internal archive including templates and notes.