The workflow directs contact with a separate document holder without warning about client confidentiality or checking authorization.
- Category
- Output Handling
- Confidence
- 87% confidence
- Finding
The workflow directs the agent to contact the actual document holder, explicitly including a spouse or bookkeeper, without first verifying that the client has authorized that contact and the associated disclosures. A document request can reveal the engagement, financial holdings, or missing tax information to an unauthorized third party; the sensitive CPA context makes this omission consequential, although no malicious destination or deliberate exfiltration is specified.
- Content
