AI Safe-Use Pack · Accountants & Bookkeepers
Let your practice use AI without risking client confidentiality
AI bookkeeping and drafting tools are spreading fast through practices, and they are genuinely useful. The risk is client financial data flowing into tools that were never assessed, against your confidentiality and professional duties. This is not a single template: it is a complete system, with seven core documents rewritten for how practices actually work.
Sound familiar?
- ▸ Staff paste client financials and personal details into AI tools with no approved list.
- ▸ Client confidentiality and professional-body principles sit uneasily with ad-hoc AI use.
- ▸ AI confidently invents tax rules and miscalculates, and someone has to catch it.
- ▸ Clients are beginning to ask how their data is handled when you use AI.
Why now
Client financial data is confidential and often personal, professional duties apply, and AI tools are already in your team’s hands. A documented policy is the sensible baseline.
A system, not a template
Anyone can sell you a policy document. This is a coherent system where the pieces reference each other, built around the bodies and risks that are specific to accountancy practices. Seven core documents are rewritten for your world; the rest of the toolkit comes with it.
Specialised for accountancy practices
The full policy, with client confidentiality, professional ethics, tax accuracy and AML built in.
How AI maps to your professional body's five fundamental principles and PCRT, the confidentiality line, and verifying AI tax and figure output.
Professional-body and HMRC expectations, the Money Laundering Regulations (due diligence, SARs and tipping-off), data protection and audit.
Accountancy examples: client financials, tax data, NINOs and UTRs, and AML material.
An editable, scored spreadsheet pre-loaded with real practice scenarios, including wrong tax advice and AML exposure.
What to check for bookkeeping, tax, practice-management and document tools, plus a default-on AI audit.
A comprehensive data protection impact assessment, with a worked example for an AI bookkeeping assistant and the client-data triggers that apply to you.
Plus the complete core toolkit
- ✓ Approved Tools Matrix (Excel, pre-filled for your sector)
- ✓ Prompting & Verification Guide
- ✓ AI Vendor Assessment Checklist
- ✓ AI Incident Response Plan
- ✓ AI Disclosure & Privacy Clauses
- ✓ Employee One-Page Guide
- ✓ AI Literacy Tracker (Excel)
- ✓ Verification Tiers visual
- ✓ Glossary of Acronyms (sector-aware)
- ✓ Start Here guide and 30-minute route
What makes this edition worth it
- ★ Built around client confidentiality and your professional body's fundamental principles.
- ★ Handles anti-money-laundering explicitly: due diligence, suspicious activity reports, and the tipping-off trap.
- ★ The risk register and tools shortlist are working spreadsheets built from real practice scenarios, not screenshots.
Who the Accountants & Bookkeepers edition is for
A good fit if…
- Your team already uses AI and you want rules written around accountancy practices, not a generic template.
- You want the regulators, terminology and risks specific to accountancy practices already built in.
- You would rather adapt an expert-built system than start from a blank page or brief a consultant.
- You want working spreadsheets (risk register, approved-tools shortlist) pre-loaded for your sector.
Probably not for you if…
- You need bespoke legal advice on a specific case — speak to a solicitor or your professional body.
- You work outside accountancy practices — the general pack may suit you better.
- You only need a one-page set of ground rules — start with the free AI Starter Kit.
What happens after you buy
- 1
Pay securely
Checkout is handled by Stripe: card, Apple Pay or Google Pay. We never see your card details.
- 2
Download straight away
You land on a download page the moment payment clears. No waiting for an email, no account to create.
- 3
Open the editable files
You get Word and Excel documents alongside polished PDFs, yours to edit, brand and keep. Buy once, no subscription.
- 4
Reach a baseline in about 30 minutes
Start with the Pack User Guide: complete the policy, fill in the approved-tools matrix, circulate the one-page staff guide.
Kept current, not left to go stale
AI rules are moving quickly, so a policy downloaded once and forgotten drifts out of date. We build against that.
- Versioned and dated. Every document carries a version and a last-reviewed date, so you always know how current your copy is.
- Reviewed against the rules. We track UK GDPR, ICO guidance, the EU AI Act and the sector regulators, and revise the packs as those change.
- Buyers hear first. When we publish a materially updated edition, we email past buyers so you can bring your copy up to date.
Free, general or the Accountants & Bookkeepers edition?
Start free, take the general system, or get the edition rewritten for accountancy practices. One-off prices, no subscription.
| AI Starter Kit Free One-page starter | AI Safe-Use Pack £49 The complete system Introductory launch price — rising to £99 |
Recommended
Sector edition £149 Rewritten for your sector Introductory launch price — rising to £249 | |
|---|---|---|---|
| AI Acceptable Use Policy | Ground rules | Full policy | Sector-specific |
| What data is safe in AI tools | Quick guide | Full guide | Sector examples |
| Risk register + approved-tools matrix (Excel) | — | ✓ | Pre-loaded for you |
| DPIA starter + disclosure clauses | — | ✓ | ✓ |
| Incident, vendor & verification toolkit | — | ✓ | ✓ |
| Seven documents rewritten for your sector | — | — | ✓ |
| Sector compliance briefing (regulators) | — | — | ✓ |
| Editable Word & Excel, instant download | ✓ | ✓ | |
| Best for | A quick start | Most UK SMEs | Regulated & specialist |
| Get the free kit | Choose your sector |
All prices one-off, UK VAT added at checkout. Not sure? Free vs paid, compared honestly.
The Accountants & Bookkeepers edition, ready to adopt
£149 one-off, instant download, editable files, no subscription.
Introductory launch price — rising to £249
- Editable Word & Excel, plus PDFs
- Instant download, no waiting
- One-off payment, no subscription
- UK VAT added at checkout
- Secure checkout by Stripe
- Faulty or not as described? We put it right or refund you
Full terms, including cancellation and refunds, are on our terms page.
Common questions
- Is this legal advice?
- No. It is a practical, professionally written starting point, not legal advice and not a substitute for it. Every document says so, and we point you to professional advice where it is warranted.
- Can I edit everything?
- Yes. You get editable Word and Excel files alongside polished PDFs. The risk register and tools shortlist are working spreadsheets, not screenshots. Fill in the placeholders, delete what you do not need, and make it yours.
- How is this different from the general pack?
- You get the complete core system, and seven of its documents are rewritten specifically for accountancy practices, with the examples, terminology and risks that matter to you. It is the difference between a generic policy and one that already speaks your language.
- How long does it take to adopt?
- About 30 minutes to a defensible baseline: complete the policy, fill in the approved-tools matrix, and circulate the one-page staff guide. The rest builds on that as you go.
Free one-page checklist
Is your Accountants & Bookkeepers AI policy ready?
A one-page AI policy readiness checklist for accountants & bookkeepers: tick the boxes, spot the gaps. Enter your email and it downloads straight away.
One email, the occasional useful update, unsubscribe anytime.
Provided for general information, not legal advice. Adapt to your own circumstances and take professional advice where appropriate.