AI Governance

AI is entering your firm from multiple directions. Employees are trying new tools, software vendors are adding AI capabilities to applications you already use and teams are beginning to build their own AI-powered workflows and agents. The challenge is knowing which tools are actually in use, what client data may already have been shared with them and where that information may be going.

Most firms can write an AI policy. The harder part is knowing whether employees are following it and stopping risky activity when they aren’t. Netgain AI Governance closes that gap with ongoing visibility, tool risk assessment and technical controls that help turn policy into practice.

You get:

  • Visibility into AI use across browsers, embedded applications, personal accounts and web-based agents
  • Controls that help keep sensitive client data out of prohibited AI tools
  • Ongoing evaluation of AI tools based on how they handle your data and the risk they introduce
  • Managed monitoring and reporting that keeps governance current as AI use changes

Netgain combines CPA industry experience with managed security expertise to help firms govern AI in ways that reflect how client data is actually handled, how employees work and the security, confidentiality and compliance requirements CPA firms must meet. The service discovers AI use, evaluates tools, protects sensitive information and maintains oversight as new tools and use cases appear.

We start with your existing policy and a monitor-only baseline to see how AI is actually being used before applying controls. This gives your firm a clearer picture of its current risk without disrupting how employees work.

See AI use that is easy to miss, including browser tools, embedded AI, personal accounts and web-based agents.

Understand how discovered tools handle your data, whether information may be used for model training and what risk they introduce.

Block sensitive client data from prohibited AI tools and apply redaction controls to approved tools based on policy.

Keep governance current as AI use changes with ongoing monitoring, tool evaluation, control tuning and recurring reporting.

  • Know where AI is actually being used across your firm
  • Avoid vetting every new AI tool from scratch
  • Keep sensitive client data within approved environments
  • Extend governance beyond chatbots to web-based agents and automation tools
  • Give employees clearer boundaries without shutting down responsible AI adoption
  • Demonstrate AI oversight to leadership, clients, peer reviewers and cyber insurers
  • Keep policies and controls aligned as AI use and risk evolve