Terms and Conditions

Integra may use approved artificial intelligence and machine learning tools to support non-tax accounting and related administrative tasks, including bookkeeping, document extraction and classification, transaction analysis, reconciliation support, reporting, and communications within the agreed scope of services.

Integra does not use AI tools for tax preparation. Tax returns, tax-preparation workpapers, and information received for tax preparation are excluded from these AI workflows.

For client confidential information and personal data, Integra uses approved business, enterprise, or API-based AI services with applicable contractual commitments and configured controls that prevent customer inputs and outputs from being used to train the provider’s general-purpose AI models. Providers may include OpenAI, Anthropic, or other providers meeting these requirements. Integra does not opt in to training or submit client information through feedback or data-sharing features that permit model training.

Approved AI providers may process the information needed to provide the requested services, subject to appropriate confidentiality, security, and data-processing obligations. Integra does not sell client information to AI providers or permit its use for their advertising or marketing.
Integra applies reasonable safeguards, including limiting the information submitted, restricting access to approved accounts and authorized personnel, employee training, and human review appropriate to the work. AI-assisted results may contain errors or omissions and are subject to review and validation appropriate to the agreed services.

The commitment not to use client information for model training does not mean that information is never stored or accessed by the provider. Provider retention and limited access for service delivery, security, abuse prevention, and legal compliance are governed by the applicable agreements and controls. Where required, appropriate safeguards apply to international processing.

AI use remains subject to applicable law, the client’s documented instructions, and any executed confidentiality or data-processing agreement. Integra will obtain any required client authorization before submitting information to an external AI provider. These provisions do not override stricter restrictions in a client agreement.