Career · Courses
Accounting & bookkeeping practices
AI courses for partners, accountants, bookkeepers and practice admin teams.
Courses
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Each one is a guided course in your browser, with quick checks along the way; some include worked examples, exercises and downloads. Your progress stays in this browser.
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Policy and Pilot: Write your firm’s AI policy and run a 30-day pilot
Write your accounting firm's AI policy on one page, then run a measured 30-day pilot. A course with a policy template, review levels and a pilot tracker.
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Practice Priorities: AI use cases for accounting firms: a scored shortlist
How accountants use AI, ranked: score your firm's tasks on value, checkability, error impact and data risk, check Xero and QuickBooks AI, pick a first pilot.
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Safe Hands: Client confidentiality and AI: an accounting firm’s checklist
Is it safe to put client data into ChatGPT? A checklist course for accounting firms on TPB, AICPA, §7216, ICAEW and UK GDPR rules, plus client wording.
General information and training only. Courses may count towards your CPD or professional development; check your professional body's rules.
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