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Security & compliance Open question — the Lab is working on this

Is offshoring bookkeeping work to overseas virtual assistants a bigger security/control risk than using AI for the same tasks?

22:00From the June 2 call · Real Estate Bookkeeping Tools, Local Claude Setups, and AI Compliance Networks

One participant argued offshore virtual assistants are probably less secure than AI for non-tax-adjacent tasks, calling it a bigger security risk than doing similar work with AI. Another firm's experience with virtual assistants was that they need someone physically in the office, immersed in client conversations and versed in tax, to be effective — a fully remote/offshore assistant didn't provide that. The group's general view was that AI will likely replace a lot of the offshore, entry-level data-entry work (e.g., classing transactions to the right property, building owner statements from platforms like Airbnb), though one person noted that if that automation happens, overseas bookkeeping firms may need fewer entry-level bookkeepers going forward.

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