Course Overview

Transform how your practice operates. This course shows accountancy firms how to use GenAI to automate client work - from audit sampling to tax analysis to forecasting. You’ll learn how to streamline your own operations too, using AI for time tracking, billing, engagement letters, and compliance workflows. Designed for small and mid-sized practices, this course makes AI adoption achievable, showing you how to deliver faster, better, and more valuable services with the tools already at your fingertips.

Learning Objectives

• Automate audit, tax, and advisory workflows using AI-driven platforms.
• Improve financial analysis, valuations, and client reporting with GenAI insights.
• Optimise firm operations with AI tools for practice management, billing, and onboarding.

Course Modules

1. AI in accounting and financial reporting
2. AI in audit and assurance
3. AI in tax services
4. AI in advisory and consulting
5. AI in insolvency and restructuring
6. AI in practice management

CPD hours: 6 hours

Interested in one of the courses or the full programme?

The programme will be launching soon - click the button below to register your interest and be the first to hear when it’s available.