CPAs Can Delegate R&D Credit Work to AI—But Not Professional Judgment
CPAs should use AI to streamline R&D credit documentation and analysis but must retain responsibility for professional judgment and Circular 230 compliance.
Building AI agents for finance carries hidden risks, AppZen warns
AppZen argues that custom-built AI agents for finance face compliance, hallucination, and audit trail risks that purpose-built platforms mitigate—positioning its own solution as safer.
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