Key Features of the Course:
This CPD session will cover:
- Understanding today’s AI landscape: what generative AI tools such as ChatGPT, Claude and Microsoft Copilot actually do — and where their limits lie
- Automating routine practice work: bookkeeping, invoice and receipt data extraction, and document processing
- Using AI to draft and refine client correspondence, engagement letters and management letters
- Speeding up technical and tax research — with practical safeguards against inaccuracy and “hallucination”
- Connecting the tools your practice already uses through simple, low-code automation
- AI for practice growth: client communications, proposals and marketing content
- Data protection, client confidentiality and GDPR considerations when using AI tools
- Professional ethics and responsible use: staying within ACCA guidance and your professional obligations
- A practical roadmap for introducing AI into your practice without disruption
- Understanding today’s AI landscape: what generative AI tools such as ChatGPT, Claude and Microsoft Copilot actually do — and where their limits lie