Career · Accounting & bookkeeping practices
Safe Hands: client data and AI in accounting practices
Three short lessons on keeping client information confidential when your practice uses AI tools: what goes in, where it's stored, how to protect tax identifiers and who gets access.
About this course
Client data and AI in accounting practices.
Introductory · About 15 minutes · 3 lessons · 3 quick checks
Who it's for
Accountants, bookkeepers and practice teams worldwide.
How it works
3 short scripted lessons in your browser, each ending with a quick check. Progress is saved in this browser only, and you can restart at any time.
Sources we rely on
4 published sources, mostly regulators and official bodies, listed below so you can check the original guidance yourself.
Sources
Check the originals.
Drafted with AI assistance and run through automated quality and source checks. 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 Spotted an error or out-of-date rule?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. We don't guarantee employment or career outcomes.
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Free chat course: roll out AI in an accounting practice over 30 days with a short policy, a reviewed pilot, client communication and honest measurement.
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Free chat course for accounting and bookkeeping practices: which AI use cases to start with, which to keep with people, and how to review AI output.
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