Sector programme · Accountants

AI for Accountants.

A half-day, hands-on programme that helps your practice reclaim time year-round — from client onboarding and engagement letters through to advisory work that grows the business. Compatible with Xero, QuickBooks, Sage and IRIS workflows.

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Sole practitionersSmall practicesBookkeepersTax advisers
AI for Accountants

January is only the most obvious pressure point. AI helps accountancy practices reclaim time year-round — from client onboarding and engagement letters through to advisory work that actually grows your business. Compatible with Xero, QuickBooks, Sage and IRIS workflows.

Half-day · Up to 8
£999
+VAT · Virtual
In-person: £1,099 +VAT
Takeaway materials & 30 days follow-up included
Module 01

Client Onboarding & Compliance Admin

  • Draft engagement letters, letters of representation and 64-8 covering correspondence automatically
  • Create AML risk assessments and client due diligence checklists in minutes
  • Generate new client welcome packs explaining your process, fees and requirements
  • Produce professional disengagement letters when clients move on
  • Build a library of standard client-facing templates in your firm's tone and brand
Module 02

Tax, Year-End & Accounts Season

  • Draft covering letters for self-assessment returns, CT computations and annual accounts
  • Summarise HMRC guidance, Making Tax Digital and Budget changes for client briefings
  • Generate deadline reminder sequences for personal and corporate tax clients
  • Create plain-English explanations of tax bills, penalties and payment on account
  • Produce meeting notes and action lists from year-end review calls in seconds
Module 03

Advisory, Growth & Client Retention

  • Draft management accounts commentary and KPI narrative that reads like an adviser wrote it
  • Produce cashflow forecast explanations and business planning letters for growing clients
  • Generate R&D tax credit briefing notes and eligibility summaries for qualifying clients
  • Create financial health check reports that position your firm as a trusted business partner
  • Write salary vs dividend strategy summaries and payroll change letters for director clients
Module 04

Marketing, Referrals & Practice Growth

  • Write monthly client newsletters on tax tips and deadlines that clients actually read
  • Produce LinkedIn content that builds your reputation as the go-to local accountant
  • Draft referral partner outreach for solicitors, IFAs and mortgage brokers
  • Create website service pages that answer questions new clients are searching for
  • Generate post-Budget client briefings within hours of the Chancellor sitting down
Other sector programmes: Law Firms IFAs Accountants Estate Agents Farmers Small Businesses

All sector programme prices exclude VAT at 20%  ·  Virtual or in-person across Oxfordshire and the UK

Ready to win back time before January?

Book a free intro call.

10 minutes. No commitment. We'll talk through your practice and tailor the session to your software and clients.

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Learn@TheOxfordAISchool.com  ·  Witney, Oxfordshire