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Programme

AI in your firm, in 30 days

Four playbooks, one a week: which client data goes where, a written AI policy, a trained team, and a review routine for AI-drafted tax work.

At a glance

  • 4weeks
  • 4playbooks
  • 1templates
  • Freewith the newsletter

What you’ll walk away with

  • A one-page rule sheet for which client data goes into which AI tool
  • A signed AI policy with a tools register
  • A team trained on safe use, with three shared AI tasks
  • A review checklist for every piece of AI-drafted tax work

Week by week

  1. Week 1 Playbook 1 · 5 steps The AI data-safety playbook Which client data goes into which kind of tool, the ATO and TPB angle, and a one-page rule sheet. Not started
  2. Week 2 Playbook 2 · 5 steps How to write an AI policy for your accounting firm For firms where people already use AI, policy or not. You finish with a tools register, data rules, updated engagement letters and a team that has read it. Not started
  3. Week 3 Playbook 3 · 5 steps Train your team on AI in 30 days A week-by-week rollout: safe use and the policy first, then three shared tasks, champions and measuring real use. Not started
  4. Week 4 Playbook 4 · 6 steps Review AI-drafted tax work Risk tiers, where AI tax errors cluster, a 12-point review checklist and what to record on file. Not started