Our Team
- Lindsay Smith, CTO - Enterprise software veteran, 20+ years FinTech, former CTO at Telrock
- Robbie MacIntosh, Operations Director - Crisis management and operational transformation specialist
- Spencer Thursfield, Chief Marketing Officer - Brand development, commercial strategy, and cross-sector pattern recognition
Proven Results
- 150% conversion increase: same leads, seven figures in new annual revenue
- 95% faster processing: 3 hours of senior time reduced to 9 minutes
- £200K+ hidden costs uncovered in a single 48-hour engagement
- £15M procurement decision delivered in 48 hours from 1,200 pages
- Live with paying clients since October 2024
AI Policy Generator for Accountancy Firms
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.
Why Your Accountancy Firm Needs an AI Policy
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.
Firm & Regulatory Context
AI Usage Profile
Additional question based on your previous answer
Additional question based on your previous answer
Data Handling & Confidentiality
Security Controls & Maturity
Governance & Incident Readiness
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Complete required questions to continue
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- AI Security Training (UK)
Train your team alongside the new policy
Frequently Asked Questions
Do accountancy firms need an AI 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.
What should an AI policy for accountants cover?
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.
Can accountants use ChatGPT with client data?
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.
How long does it take to create an AI policy?
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.