This resource is part of a suite of AI implementation resources developed for forensic and valuation services (FVS) practices and is provided in conjunction with the AI Implementation Framework for FVS Practices webpage which includes links to the tools referenced within this document and links to other AI-related AICPA resources.
This fillable template helps FVS practices document expectations for responsible, secure, and professionally appropriate AI use. It reinforces that AI supports—but does not replace—professional judgment, accountability, or independent verification.
Tailor