Private Document Q&A

Sample document library

This is everything the assistant can see. It answers from these entries only.

Engagement Letter, Section 1: Scope

The firm will prepare federal and New Mexico income tax returns for the tax year stated in the letter. Bookkeeping and audit services are outside this engagement unless added in writing.

Engagement Letter, Section 2: Fees

Fees are billed at the hourly rates in Schedule A. Invoices are due within 30 days of the invoice date. Balances over 60 days past due accrue interest at 1 percent per month.

Engagement Letter, Section 3: Client Responsibilities

The client provides complete and accurate records by March 1. Late records may extend the delivery date.

Engagement Letter, Section 4: Termination

Either party may end the engagement with 15 days written notice. Fees for work completed through the termination date remain due.

Records Retention Policy, Section 2

Client tax files are kept for 7 years after filing. Engagement letters are kept for 10 years. After the retention period, paper is cross-cut shredded and electronic files are securely deleted.

AI Acceptable Use Policy, Section 1

Staff may use only firm-approved AI accounts. Personal AI accounts may not be used for firm work.

AI Acceptable Use Policy, Section 2

Client names, Social Security numbers and account numbers may not be entered into any public AI tool. A person must review all AI output before it goes to a client.

Incident Response Plan, Step 1

Report a lost device or suspected breach to the managing partner immediately, and within one hour at most. Do not try to investigate alone.

Incident Response Plan, Step 2

The managing partner remotely locks the device, changes affected passwords, and determines within 24 hours whether client information was exposed.

Employee Handbook, Paid Time Off

Full-time staff earn 15 days of paid time off per year. Requests during February through April require partner approval.

The public demos run on Cloudflare Workers AI. Questions are processed to generate an answer and are not saved. Private installs for clients can run on your own hardware.