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Create a tailored AI acceptable use policy for your accountancy practice. Answer questions about your firm's size, services, and current AI usage to generate a professional policy that addresses client confidentiality, regulatory requirements, and practical governance controls.
Your team is almost certainly using AI tools already — ChatGPT, Copilot, Claude — possibly with client data. Without a clear policy, you're exposed to client confidentiality breaches, professional liability risks, and regulatory compliance gaps.
ICAEW and ACCA both expect firms to govern new technology adoption. An AI acceptable use policy isn't optional — it's a professional obligation. This generator creates a tailored policy covering approved tools, data handling rules, audit trail requirements, and quality review processes specific to accountancy practice.
Answer a few questions about your firm and receive a professional PDF document ready for partner review and implementation.
Why AI governance matters for client relationships
AI opportunities beyond MTD compliance
Common governance failures across industries
Diagnose uncontrolled AI usage in your firm
18-point verification process for AI output
Train your team alongside the new policy
Yes. Firms handle sensitive client financial data, and ICAEW and ACCA both expect governance frameworks for new technology adoption. An AI policy protects both the firm and its clients from confidentiality, liability, and compliance risks.
Approved and prohibited AI tools, client data handling rules, confidentiality safeguards, audit trail requirements, quality review processes, ICAEW/ACCA compliance considerations, and staff training requirements.
Using public AI tools with identifiable client data creates significant confidentiality risks. Client information entered into public platforms may be used for model training. Most firms either prohibit this or require anonymisation before use.
This generator creates a tailored policy in 5-7 minutes. You answer questions about your firm, then receive a professional PDF ready for partner review. Most firms can have a working policy implemented within a week.