Oriam AI ORIAM AI INSTITUTEResearch & briefings on AI compliance
$79

The Missouri Tax Office AI Blueprint: Policy, Consent, WISP, and Rollout

The working templates a tax office needs to use AI on client files without breaking IRC §7216 or the FTC Safeguards Rule.

Who it is for: CPA firms, enrolled agents, and tax preparers

The hands-on companion to the free §7216 briefing. A data map, a written AI use policy you can adopt, a §7216 consent built on the exact Rev. Proc. 2013-14 wording, a WISP addendum for AI, vendor due-diligence questions, and a 30-day rollout plan.

Sign up  |  Sign in

Sign up

Sections

  1. Map where client data goes today (10 min)
  2. A written AI use policy you can adopt (12 min)
  3. The §7216 consent kit (12 min)
  4. A WISP addendum for AI (10 min)
  5. Choose your route and roll it out in 30 days (10 min)

Want this set up in your office? Oriam AI installs private AI servers that keep client files in your building.