Accountancy practices

AI training for accountancy practices

A practice pack for accountancy firms: an AI policy, client data guardrails, implementation and training.

What is published

The Practice AI pack includes:

• Practice AI policy and client data guardrails
• Workflow-by-workflow implementation, not theory
• Training designed to support CPD records
• Follow-up session after 60 days to fix what slipped

The published starting price is £1,950. Training for professional firms is designed to support CPD records, with documentation for each attendee. The body's own rules decide what you can log. Workshops outside the pack are on the AI training page, at £950 for a half day and £1,450 for a full day.

Client data

A client name, a payroll figure tied to a person, and a tax reference stay out of a public tool unless the firm has already decided that they may go in.

Questions