Advising Clients on AI - A Practical Guide for Accountants

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Course outline:

Clients are increasingly bringing AI questions to their accountants. Should we adopt Copilot? Is the AI built into our software safe to trust? What should we be asking our vendors? What does our own AI use mean for our controls and reporting? Being a helpful adviser on these questions is becoming a regular part of client work, and this webinar sets out how to think clearly about them and add real value in client conversations, without needing to be a technology specialist. 

Contents:

  • The AI questions clients are asking 
  • How to think about software vendors adding AI features 
  • Advising clients on internal AI use 
  • Data protection and confidentiality in client contexts 
  • Recognising when a client's AI use creates issues for you as their accountant 
  • What being a helpful adviser looks like in practice 

 

CPD Hours 1 

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