Starter course

Career · Accounting & bookkeeping practices

Policy and Pilot: write your firm’s AI policy and run a 30-day pilot

Six lessons from blank page to a signed-off, one-page AI policy and a measured pilot. Approve tools by data class, ban the right uses, match review to risk, update engagement letters for Australia, the UK or the US, then run 30 days with a baseline and stop rules.

What you'll cover

Decide what a one-page AI policy must coverSeven sections, why one page, and what regulators and professional bodies point to.
Fill in approved tools and data rulesThe tool register, Green/Amber/Red data, banned uses, and a completed sample policy.
Write the review rule and decide on recordsThree review levels matched to risk, and a light AI-use log that stands up later.
Update engagement letters and handle opt-outsWhat the clients section needs in Australia, the UK and the US, and how to handle a client who says no.
Plan the 30-day pilot with a baselineBaseline, success measures and stop rules, with a worked pilot tracker.
Run the pilot and make the day-30 decisionWeek-by-week running order, the weekly review, and adopt, extend or stop.

General information, not legal, tax or professional-standards advice. Check your regulator and professional body for your obligations.

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About this course

Write your firm’s AI policy and run a 30-day pilot.

Starter · About 1 hour of learning · 6 lessons · 12 quick checks · 2 downloads

Who it's for
Practice owners, partners and managers in accounting and bookkeeping firms in Australia, the UK, the US and elsewhere.
How it works
6 guided lessons in your browser, with worked examples, exercises and a quick check after each lesson. Progress is saved in this browser only, and you can restart at any time. You start with just your first name and email, and you can take one whole course that way. After that, a free account lets you continue past lesson 1.
Sources we rely on
13 published sources, mostly regulators and official bodies, listed below so you can check the original guidance yourself.

By the end you can

Name the seven sections of a one-page firm AI policy
Complete the approved-tools register, data rules and banned uses
Write a review rule matched to risk and decide what to record
Update engagement letters and handle client opt-outs in your country
Plan and run a 30-day pilot with a baseline, stop rules and a recorded decision

Downloads

One-page firm AI policy template .docxSeven sections with prompts, AU/UK/US client blocks and the Harbour Street sample as a guide.
30-day AI pilot tracker .xlsxPlan, baseline, weekly log with automatic time-per-item, and a decision tab. Includes the worked example.

Rules by country

Australia: TPB: documented quality-management policies and client permission for disclosures; OAIC: internal AI policies, staff training and notices.
United Kingdom: ICAEW PCRT AI guidance: AI usage policy, engagement-letter statement, junior-colleague review and audit trail.
United States: Circular 230 §10.36 firm procedures; §7216 consent signed and dated, on its own document where the rules require it; AICPA ET 1.700.040; AICPA’s member policy template.

Learning time

About 1 hour of learning. May count towards your CPD or professional development; check your professional body's rules. Estimated from reading time, exercises, quick checks and downloads.

Sources

Check the originals.

How these courses are made. Spotted an error or out-of-date rule? Send a correction.

General information and training only. Courses may count towards your CPD or professional development; check your professional body's rules.

Guidance on privacy and the use of commercially available AI products · Office of the Australian Information Commissioner
TPB(GS) 55/2026: The use of artificial intelligence and the Code of Professional Conduct · Tax Practitioners Board (Australia)
Confidentiality of client information (Code item 6) · Tax Practitioners Board (Australia)
Topical guidance: applying PCRT to the ethical use of AI tools (19 January 2026) · ICAEW (UK)
Treasury Department Circular No. 230: Regulations governing practice before the IRS · Internal Revenue Service (US)
26 CFR § 301.7216-3: Disclosure or use permitted only with the taxpayer’s consent · eCFR (US Government)
26 CFR § 301.7216-3: Disclosure or use permitted only with the taxpayer’s consent (backup copy) · Legal Information Institute, Cornell Law School
Rev. Proc. 2013-14: format and content of taxpayer consents (Form 1040 series) · Internal Revenue Service (US)
Section 7216 information center · Internal Revenue Service (US)
AICPA Code of Professional Conduct (ET 1.700.001 and 1.700.040) · AICPA (US)
AICPA Small Firm Generative AI Policy Template (member download) · AICPA & CIMA (US)
AI Risk Management Framework (AI RMF 1.0) · NIST (US)
Artificial Intelligence Risk Management Framework (AI RMF 1.0), NIST AI 100-1 · NIST (US)

Publisher

Who publishes this course.

Published by trainyourself.org, a trading name of Combine TRS Pty Ltd (ABN 42 112 983 678), Brisbane, Australia.

How it's made: researched from published official, regulator, professional-body and vendor guidance, then run through automated quality checks against our course depth standard and automated source checks that match each rule to its official source, listed above. Read how these courses are made.

Last updated: 1 November 2026

General information, not tax, accounting, legal or professional advice. Spotted an error or an out-of-date rule? Send us a correction.

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Policy and Pilot: write your firm’s AI policy and run a 30-day pilot

Write your firm’s AI policy and run a 30-day pilot.

Who it's for

How it works

Sources we rely on