How we use AI

At Franchise Accounting & Tax, we use artificial intelligence (AI) to help us with accounting, tax and administrative work. We assess AI tools before approving them for use with client information. Our team remains responsible for the work we do and the advice we provide.

Our AI providers

We have approved the below providers for use with client information, based on our internal approval and verification requirements.

  • Xero (including Xero Partner Hub and Xero Tax): Accounting, bookkeeping, tax and BAS returns & financial reporting

  • Tax Nuggets: Tax research, Technical advice drafting

  • Google Workspace: Documents, correspondence, email, and administration

  • Claude: Drafting, research, and financial analysis

  • Monday.com: Managing work and client related tasks

  • Loom: Preparing and sharing videos

  • Zoom AI Companion: Meeting summaries and notes

  • Fathom: Recording and summarising meetings

We maintain rules about what information may be shared with each provider. Some providers may process or store information outside Australia, including in the United States.

Your Information

We take steps to protect client information, limit access and check AI-assisted work. This includes rules about what staff may share, who can access information and how AI-assisted work is checked.

We do not permit highly sensitive information, such as tax file numbers, identity documents or passwords, to be entered into general-purpose AI assistants. We don’t permit staff to put client identifiers or information into consumer versions of general-purpose AI assistants. 

Your Choices

We seek client permission for relevant disclosures to AI providers. We also ask for separate permission before recording meetings where required.

If you have questions about our use of AI, please contact us.

Last updated: 26 October 2026