AI disclosure
What tools we use, what data they see, and who reviews the output.
Most software your firm evaluates ships no page like this. We publish ours because our own governance requires it: no AI output gets relied on without a named professional's review.
What tools, what data
Listed by category. Nothing runs undisclosed.
Bookkeeping engine
Categorizes and reconciles transaction data inside the firm's controlled environment. Never sees tax-return material without §7216 consent.
Workflow automation
Moves scheduling data and secure links between steps. Sees workflow data only, never the underlying tax documents.
Calculator methodology
Reconciles independent reasonable-compensation methods into a documented figure. A professional reviews and signs the figure before anyone relies on it.
Human review
Where human review sits
Every figure, filing input, or client-facing output that carries professional weight gets reviewed by a named professional at McGee's Consulting before it's used. AI speeds up the work. It doesn't sign it.
See how the data stays separated
Workflow data and secure links move on one plane. Tax documents never leave the firm's controlled environment.