How to stop dabbling and start using AI where it actually makes a difference. Save time, write faster, and think more clearly. You'll see what’s working in real firms right now and how to apply it in yours without the jargon or fluff.
How to bring AI into your firm without overwhelming your team or overcomplicating your systems
How to write better prompts that lead to sharper, more useful answers
How other accountants are using AI for content, onboarding, client queries and more
How to build and customise your own bots using your tone, tools and templates
How to use AI to define your ideal client and sharpen your marketing messages
Not only will you get the lessons, you'll also get...
Access the custom-built HMRC bot that answers VAT, benefits-in-kind and other tax-related questions using trusted HMRC sources. Ideal for saving time, improving consistency and giving team members a fast first step when they’re unsure. Just click the link and it's ready to use.
Use this tool to teach ChatGPT to write in your voice. Upload your tone, client type and language preferences so your AI outputs sound more like you, and less like a robot. You’ll also get clear instructions on how to set it up and refine it over time.
Includes a ready-to-use AI prompt and examples to help you create compelling job adverts. Whether you’re hiring your first team member or trying to stand out in a crowded market, this will save you hours and give you a stronger shortlist.
Introduction & Setting the Scene
Introducing ChatGPT to Your Team
Getting Hands-On with AI
Understanding Generative AI
AI, GDPR and Your Practice Policies
Customising ChatGPT Settings
“Game changer. AI will save so much time on admin and processing. It can do so much more than we think!”
Lucie Howard
“Fifty Five actions noted.
The top things were:
Creation of bots and customisation to suit.
Bots to help team use.”
Keith Lesser
“The lightbulb moment for me was getting the team to write their own prompts to use in onboarding and training.
The realisation of what could be done and how others are already doing it. Seeing how Simon and others have been using ChatGPT. ”
Kimberley Marlor
“Actionable progress. Not just what it can do, but how to start using it properly. How to engineer prompts. Content creation.”
Catherine Smith
“What are you waiting for? Book and go.
More clarity on bot creation and other tool awareness. Ideas on use cases. Brilliant.”
Sunil Panchal
