Firms face shadow AI risks as staff paste client data into ChatGPT
Professional services firms must address unapproved AI use (shadow AI) where employees paste client data into ChatGPT and similar tools, requiring policy frameworks and oversight.
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Verito
Verito is a company in the Tax space with 9 articles covering its platform and developments.
Verito Insights
Updated 6/15/2026
About Verito
Verito is an AI-native tax automation platform designed to streamline compliance and regulatory workflows for accounting firms. The company focuses on audit-ready tax preparation solutions that combine AI efficiency with preparer control and full auditability, enabling firms to automate document intake and return population while maintaining compliance standards.
Recent News & Trends
- Juno Partnership Integration: Verito partnered with Juno to deliver traceable AI for tax prep, automating document intake and return population while preserving auditability and preparer oversight.
- QuickBooks Connectivity: Verito is monitoring Intuit's Model Context Protocol server for QuickBooks, which enables direct AI tool integration with accounting data—a significant development for tax firms managing compliance and data security risks.
- Focus on Audit Readiness: Recent product positioning emphasizes audit-trail transparency and regulatory compliance, differentiating Verito in the competitive AI tax automation space.
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Recent Coverage
IRS Phishing Attacks Target 29,000 Tax Preparers With Fake EFIN Emails
Microsoft tracked phishing campaign hitting 29,000 accountants/tax preparers daily using fake IRS EFIN and e-Services emails delivering remote-access malware; warns of evolving threat landscape for...
Windows 10 end of support creates compliance risk for tax firms
Microsoft's Windows 10 support ending October 2025 leaves accounting firms running unsupported systems that violate tax software requirements and IRS/FTC security rules, forcing upgrades or accepti...
3 more from Verito Blog
Encryption narrows FTC breach notification duty for tax firms
Encrypted data breaches don't trigger FTC's 30-day notification requirement for tax firms, but unencrypted customer info from 500+ consumers does—clarifying a common compliance misconception.
IRS Circular 230 AI Guidance: Due Diligence and Competence Rules Unchanged
IRS Office of Professional Responsibility issues June 2026 guidance clarifying that Circular 230 duties (due diligence, competence, confidentiality) apply identically to AI-assisted tax work, requi...
IRS guidance clarifies AI use in tax prep but stops short of disclosure mandate
IRS's first formal AI guidance (June 2026) doesn't require tax preparers to disclose AI use to clients, but AICPA recommends signed disclosures citing IRC Section 7216 consent rules.
Tax firms weigh Truss and Verito as cost-effective SafeSend alternative
Verito positions Truss as a faster, cheaper alternative to Thomson Reuters' SafeSend/SurePrep for UltraTax firms, requiring migration from Virtual Office CS hosting.
Verito and Juno Partner on Audit-Ready AI Tax Preparation
Verito and Juno integrate traceable AI for tax prep that automates document intake and return population while maintaining full auditability and preparer control.
Intuit's QuickBooks MCP Server Lets AI Access Accounting Data Directly
Intuit released a Model Context Protocol server for QuickBooks, enabling AI tools to connect directly to accounting data—a shift tax preparers and firms need to understand for compliance and security.