I designed and delivered this AI training for staff at a UK accounting practice, and have rebuilt it here as a firm-agnostic version that any accounting firm can use. It is written for accountants, bookkeepers and client-facing staff, not technologists: plain language, practical examples, and a clear line on what should never go into an AI tool.
Audience
Staff at UK accounting and bookkeeping firms
Format
23-slide session with discussion and impact survey
Focus
Governance, client data and regulatory risk
What It Covers
- What AI is, and how generative AI differs from the automation firms already rely on
- How accountants are using AI today, with practical examples for each use case
- Personal data under UK GDPR, and how client data can be exposed at each stage of using an AI tool
- The key risks: hallucinations, bias, confidentiality breaches, over-reliance and AML failures
- Who regulates AI use in UK accountancy (ICO, professional bodies as AML supervisors, HMRC and the FCA) and what is at stake
- Professional standards, drawing on the PCRT guidance on the ethical use of AI tools (January 2026)
- A five-step approach to adopting AI safely, with a team discussion and a training impact survey
AI should be viewed as an assistant, not an authority. It amplifies what is already there: good or bad.
Preview the Deck
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Work With Me
I'm happy to adapt and deliver this session for your team, or to talk about AI governance, data protection and AML compliance more broadly. Get in touch.