Built by a CPA · For CPAs

Your firm's AI
compliance
starts here.

The only interactive AI readiness platform built by a practitioner with 40+ years in tax. Interactive training, compliance checklists, Circular 230 guidance, and a certificate — all in one tool.

Get AI Compliance IQ — $97 See what's inside
15 quiz questions
30 compliance items
3.0 CPE hours
10 AI workflows
Live Dashboard
87%
Quiz Score
24/30
Checklist Done
3.0
CPE Hours
2
High Risk Open
Overall Readiness78%
Data & Confidentiality module complete
Professional Standards quiz passed
Circular 230 checklist — 8/8
Advisory Expansion module — in progress
Certificate of Completion — pending
The Problem

CPAs are using AI.
Most aren't protected.

Every week, more practitioners are using AI tools in client work — and most have no written policy, no training, and no idea where their professional liability begins and ends. That changes today.

⚠️
No firm AI policy in place
Staff are using whatever AI tools they prefer, often with client PII, with zero oversight or documentation.
📋
Circular 230 implications unknown
Most practitioners don't know how AI use intersects with their Circular 230 obligations until there's a problem.
🔍
AI hallucinations in client work
Fabricated IRC citations and nonexistent case law are the #1 AI risk in tax practice — and most practitioners have never been trained to spot them.
💸
Advisory revenue left on the table
The firms that figure out AI-assisted advisory now will price everyone else out of the market within 3 years.
What's Inside

Everything your firm needs
to use AI safely and profitably.

✎
15-Question Training Quiz
Real Circular 230, AICPA standards, and data privacy questions — not generic AI fluff. Built from 40+ years of actual practice. Detailed explanations for every answer.
5 compliance modules
☑
30-Item Compliance Checklist
Every item your firm needs to deploy AI safely — data agreements, Circular 230 protocols, engagement letter updates, staff training, and advisory readiness. Filterable by risk level.
High / Med / Low risk ratings
◈
Certificate of Completion
Score 80%+ on the full assessment and earn your AI Compliance IQ Certificate — complete with your name, score, date, and a unique certificate ID. Print-ready PDF in seconds.
3.0 CPE-eligible hours
⚡
10 Ready-to-Deploy AI Workflows
IRS notice responses, tax research memos, S Corp savings analysis, year-end planning outreach, cash flow narratives, engagement letter expansions — all built for real practice.
Compliance + Advisory
⊞
Live Readiness Dashboard
Track quiz scores, checklist completion, module progress, and overall readiness in a single dashboard. Knows what you've done and tells you what to do next.
Real-time progress tracking
🏢
Firm License Available
Assign training to staff, track completion across your team, white-label with your firm's branding, and export a compliance report showing your firm's readiness status.
Firm tier · Contact for pricing
What practitioners are saying
Early access feedback from CPAs, EAs, and tax professionals
★★★★★
"I've been using AI tools for six months and had no idea I was violating three things on the checklist. This is the most practical AI training I've seen for our profession."
MR
Michael R., CPA
Sole practitioner · Florida
★★★★★
"The Circular 230 quiz questions are exactly what our firm needed. We made it required training for every staff member and updated our engagement letters the same week."
SK
Sandra K., CPA, MST
Managing Partner · 6-person firm
★★★★★
"The S Corp workflow alone paid for this ten times over in the first week. But honestly the compliance piece is what I needed — I finally feel like I have a defensible AI policy."
TP
Thomas P., EA
Tax practice owner · Texas
40+
Years of practitioner experience behind every question
30
Compliance items covering every major AI risk area
15
Quiz questions covering Circular 230 and AICPA standards
3.0
CPE-eligible hours upon certificate completion
Who It's For

Built for every level of the profession.

🧑‍💼
Solo Practitioners
Get compliant fast, get your certificate, and start using AI workflows that actually expand what you can offer clients.
🏢
Small & Mid-Size Firms
Build a defensible firm AI policy, train your staff, and track completion — all before your next PCPS peer review.
📊
Bookkeepers & EAs
Understand what you can and can't do with AI in client work, and protect yourself from liability in a changing landscape.
🎓
CPE Providers & Associations
License AI Compliance IQ for your member base. White-label ready, content-complete, and built by a practitioner.
📋 Built by a practitioner
"After 40 years in tax, I've seen every wave of technology hit this profession. AI is different — and the risk isn't that CPAs won't use it. It's that they'll use it wrong."

AI Compliance IQ was built from the inside of a real tax practice — not a tech company. Every quiz question, checklist item, and workflow reflects the actual risks, tools, and decisions that practitioners face every day. The goal isn't to scare you away from AI. It's to make sure that when you use it, you're protected, compliant, and more valuable to your clients than ever.

Nick Orlando, MBA
Founder, NOA Tax · 40+ years in tax and accounting · Wantagh, NY
Practice impact data
$12,500
Average LTV of one S Corp advisory client
45 min
Saved per IRS notice with AI workflow
3.0
CPE hours earned upon completion
1 week
To full firm compliance readiness
Pricing

Simple, transparent pricing.
No subscriptions.

One-time access. Everything included. Update notifications as tax law and AI standards evolve.

Solo Practitioner
$97
one-time · instant access
Everything you need to get your firm AI-compliant and earn your certificate.
✓Full interactive dashboard
✓15-question training quiz
✓30-item compliance checklist
✓Certificate of Completion
✓10 AI workflow guides
✓3.0 CPE-eligible hours
✓Lifetime access + updates
Get Solo Access
Most Popular
Firm (2–10 staff)
$297
one-time · all staff included
Train your entire team, track completion, and build a defensible firm AI policy.
✓Everything in Solo
✓Up to 10 staff seats
✓Firm admin dashboard
✓Staff progress tracking
✓Compliance report export
✓Firm policy template included
✓Priority support
Get Firm Access
Enterprise / White-Label
Custom
licensing · contact for pricing
For CPE providers, associations, and enterprise firms who want branded or integrated access.
✓White-label branding
✓Custom question banks
✓API / LMS integration
✓Unlimited seats
✓Revenue share options
✓Co-branded CPE accreditation
✓Dedicated account manager
Contact for Pricing
Enterprise & Licensing

The platform the big players
haven't built yet.

AI Compliance IQ is white-label ready and purpose-built for licensing to CPE providers, professional associations, and large firm networks. Be the organization that gives practitioners what they actually need.

Inquire About Licensing →
FAQ

Common questions.

Is this accredited for CPE credit?
AI Compliance IQ is designed for 3.0 CPE-eligible hours. The Enterprise/White-Label tier includes co-branded CPE accreditation options. Individual practitioners should check with their state board for self-study acceptance policies.
How is this different from AICPA AI resources?
AICPA provides general guidance documents and PDFs. AI Compliance IQ is an interactive platform — live quiz, tracked checklist, certificate generation, and real workflows you can deploy in your practice Monday morning.
Do I need technical knowledge to use this?
None required. This is a practitioner tool, not a tech tool. If you know what a K-1 is, you'll have no trouble using AI Compliance IQ.
How often is the content updated?
Content is updated as IRS guidance, AICPA standards, and Circular 230 interpretations evolve around AI. All purchasers receive updates at no additional charge.
Can I use this for staff training?
Yes — the Firm tier includes up to 10 staff seats with admin tracking. Enterprise licensing supports unlimited seats with custom branding and LMS integration.
What if I'm already using AI in my practice?
That's exactly who this is for. The checklist will quickly surface any gaps in your current setup, and the quiz will confirm or challenge what you think you know about professional compliance.

Your firm's AI compliance
journey starts today.

Join the practitioners who are using AI safely, profitably, and with the documentation to prove it.

Get AI Compliance IQ — $97 → Contact about licensing
One-time payment · Instant access · Lifetime updates · 30-day money-back guarantee