Using AI on private documents, safely
Practical guides for getting AI's help with real paperwork without handing over the private parts.
Can you put client information into ChatGPT? A guide for accountants
Confidentiality rules, Section 7216, what OpenAI keeps, and a firm checklist.
How to remove personal information from a PDF before uploading it to ChatGPT
Three methods, from free and manual to one click.
Can lawyers use ChatGPT with client documents?
ABA Formal Opinion 512, the Law Society of Alberta's guidance, and a safe workflow.
Use AI with your trading account without giving away your account numbers
Positions, hedges and brokerage statements in ChatGPT, Claude or Gemini, with your account numbers hushed.
Can clinics and therapists use ChatGPT with patient notes?
Which plans can sign a HIPAA BAA, Alberta's HIA expectations, and a safer workflow.