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Hearth Agency
AI Disclosure

Know where AI and automation assist the work, what they may access, and where human review sits

Hearth uses AI-assisted tools and ordinary workflow automation in different ways. This page shows where they support the work, what information each function may use, and where human review occurs before professionally significant output is relied on.

See How AI & Automation Are Used
AI & automation functionsSee where AI-assisted processing and ordinary automation support the work.Review functions ↓Data visibilitySee what information belongs within each function's allowed operating boundary.Review boundaries ↓Human reviewSee which outputs require professional or client-facing review before reliance.Review accountability ↓Security & data useGo deeper on §7216, workflow-vs-tax-document separation, access, and audit controls.Review security →
AI & automation functions

Where AI and automation support Hearth's work

Each automated function has a defined job. The detailed data-access rules and human-review requirements are shown in the sections that follow.

Bookkeeping assistance

Support recurring accounting work.

AI-assisted processing may support transaction categorization, reconciliation, consistency checks, and other recurring bookkeeping tasks inside the applicable bookkeeping environment.

Where it operatesManaged Bookkeeping and related accounting workflows.
Workflow automation

Move the process forward.

Workflow automation supports scheduling, routing, status changes, notifications, and secure handoffs. These workflows are disclosed separately from AI-assisted processing because not every automated action requires AI.

Where it operatesPractice, engagement, and client-communication workflows.
Analytical assistance

Support calculations and documentation.

AI- or software-assisted workflows may support calculations, reconciliation across methods, consistency checks, and documentation assembly for applicable analytical work.

Where it operatesHearthRC and other workflows where analytical support is appropriate.
Data visibility

Access follows the function—not the fact that systems are connected

The governing rule is minimum necessary: each function is scoped to the information needed for its job and permitted within the applicable environment, legal requirements, professional obligations, contracts, and security controls.

Function
Information it may use
Operating boundary
Bookkeeping assistance
Authorized transaction and accounting data needed for the bookkeeping workflow.
Operates inside the applicable bookkeeping/accounting environment and remains subject to the governing use and disclosure rules.
Workflow automation
Scheduling, routing, status, notifications, authorization state, and other workflow information permitted for that use.
Does not require tax returns, source documents, or working papers merely to route or schedule work.
Analytical assistance
Inputs authorized for the specific calculation, reconciliation, or documentation workflow.
Access is limited to the professional workflow supporting that analysis and its applicable data-use requirements.
Connectivity does not create blanket access.Tax-return information, source documents, Legacy materials, and other protected information remain subject to the requirements governing their particular use, disclosure, and environment.
See the Workflow / Tax-Document Boundary →
Human review

Human review sits before professionally significant reliance

When AI-assisted work contributes to professional advice, a filing position, or a client-facing conclusion, the appropriate person reviews it before the firm or client relies on it.

See Professional Accountability →
Professional advice

A qualified professional reviews the conclusion.

AI-assisted analysis does not replace the judgment or responsibility of the qualified professional responsible for the work.

Filing-related work

Automation does not independently approve a tax or accounting position.

Where an output contributes to a filing, return position, or other professional tax/accounting decision, review belongs with the applicable professional layer.

Client-facing conclusions

Material advice is reviewed before the firm or client relies on it.

Client-facing conclusions with professional significance are reviewed before the firm or client is asked to rely on them.

Continue with the question you still have.Data location, §7216, and access → Security. Entity and professional responsibility → Governance. Shorter consolidated review → Trust.
Security →Governance →Trust →
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Each capability uses the automation appropriate to its workflow while keeping the professional, data-use, and client-relationship responsibilities visible.

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