This week in your firm

How long should your firm keep client meeting recordings?

The file note is the record an accounting firm keeps; the raw recording is a working file that privacy law expects you to delete once it has done its job. This guide sets out the record-keeping and privacy rules in six markets as at October 2026 and turns them into a tiered retention schedule.

What to ask any AI notetaker vendor about your clients' data

Eleven due-diligence questions an accounting firm can send any AI notetaker vendor, covering training, sub-processors, residency, retention, access, certifications, breach notice, exit, meeting bots and integrations. Each comes with a good answer, a red flag and the AU, UK, US, NZ, Canadian or South African obligation that makes it the firm's problem.

AI meeting notes and professional indemnity: help or hurt?

An AI meeting note that someone has read, corrected and signed off is one of the strongest file notes an accounting firm can hold, while one nobody reviewed can undermine a defence to a negligent advice claim. This guide covers what PI claims turn on, the five ways AI notes hurt, the review habit that fixes them, what to ask your broker and the record-keeping rules in AU, UK, US, NZ, CA and ZA.