7. How do you stop AI research errors reaching a client plan?

Why it matters: generated language can make an unsupported position sound complete.

Good-answer framing: identify approved tools, source verification, effective-date checks, factual review and final human responsibility. Separate generic research prompts from confidential client uploads. AICPA’s AI episode supplies a relevant discussion starting point, not validation of any tool. Tax Section Odyssey — Unlocking the future of tax research with AI, 21 August 2025

Follow-up: “Walk through an output you rejected or corrected.”

Evidence request: review protocol and redacted demonstration with an intentional error.

Expert quote: ____________________ Speaker/date/permission: ____________________