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AI courses / AI for Accountants

AI course for accountants in UK practice

AI for Accountants is a written course for UK accountancy and bookkeeping practices. It shows you how to use ChatGPT, Claude or Copilot on real client work, and how to check what comes back before it goes to a client.

34 written lessons in 7 modules, 11 hours 50 minutes in total. One payment of £195 + VAT, no subscription.

Read a free lesson

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What a lesson looks like

Most people type something like this:

The usual prompt
Write an email asking a client for their tax return documents.

Lesson 1.1 builds it into this, one part at a time:

The prompt from lesson 1.1

Prompt parts:

  • Role
  • Context
  • Task
  • Inputs
  • Constraints
  • Format
  • Questions first

  1. Part 1. Role: You are helping a small UK accountancy practice write to its clients. Write in plain British English, friendly but direct, as the client's accountant.

  2. Part 2. Context: The client is a sole trader (a self-employed electrician) whose 2025-26 Self Assessment online return is due by 31 January 2027. The 2025-26 tax year ran from 6 April 2025 to 5 April 2026. We have not yet received their records. This is our first reminder.

  3. Part 3. Task: Write a reminder email asking for their records.

  4. Part 4. Inputs: The records we need are in the file note below.

  5. Part 5. Constraints: Under 150 words. Ask them to send everything by 30 November 2026 so we have time to prepare the return. Mention that HMRC charges an initial £100 penalty if the return is filed late. Do not give any other tax advice. Do not use exclamation marks.

  6. Part 6. Format: A subject line, then the email, then a three-item checklist they can tick off.

  7. Part 7. Questions first: If anything you need to write this well is missing, ask me before writing.

The lesson explains what each part does, gives you a sample file note to try it on, shows an example of what comes back and lists what to check before you send it.

Read lesson 1.1 in full, free

What you will use it for

  • Chasing a client for their records
  • Explaining a Self Assessment bill and payments on account
  • Replying when a client's ChatGPT disagrees with your advice
  • An AI clause for your engagement letter
  • A one-page AI policy for staff
  • A client's bank export into a year-end query list
  • CIS payment and deduction statements
  • Management accounts commentary
  • Tax research, with every rule checked at gov.uk or legislation.gov.uk

Where to start

If you already use ChatGPT at work, answer ten questions about how you use it and the placement test recommends a module to start at.

Lessons before that are marked “Optional for you”, so you can still read them.

Take the placement test

What is in the course

34 written lessons in 7 modules, 11 hours 50 minutes in total.

Module 0: Start here (3 lessons)
Module 1: Prompting that works (7 lessons)
  • 1.1 Anatomy of a good prompt Free to read
  • 1.2 Context is the whole game
  • 1.3 Show, don't describe
  • 1.4 Ask for the shape you want
  • 1.5 Iterate instead of starting again
  • 1.6 Make it check itself, then check it yourself
  • 1.7 Save a prompt once, reuse it often
Module 2: Client communication (6 lessons)
  • 2.1 A clear reply to a muddled email Free to read
  • 2.2 Explaining a tax bill in plain English
  • 2.3 Delivering bad news
  • 2.4 Rewriting an angry email
  • 2.5 A client newsletter from an update
  • 2.6 When the client's ChatGPT disagrees
Module 3: Documents and onboarding (5 lessons)
  • 3.1 Your AI clause for the engagement letter
  • 3.2 A one-page AI policy for staff
  • 3.3 Call notes into a file note
  • 3.4 A new-client welcome pack
  • 3.5 A fixed-fee proposal from a call
Module 4: Numbers and data (5 lessons)
  • 4.1 Bank export into a query list
  • 4.2 Spreadsheet help
  • 4.3 CIS payment statements
  • 4.4 Management accounts commentary
  • 4.5 Sense-checking accounts before review
Module 5: Research and review (4 lessons)
Module 6: Making it stick (4 lessons)
  • 6.1 Build your practice prompt library
  • 6.2 Set up a practice project
  • 6.3 What to automate next
  • 6.4 Your 90-day rollout plan

Who wrote it

I am Steffen Hoyemsvoll, and I wrote this course.

I run Voll, a growth consultancy for UK small businesses. Oxford physics, Chartered Wealth Manager, co-founded a fintech sold in 2018, and an accountancy sold in 2023.

My LinkedIn profile

Questions

Is there video?

No. Each lesson gives you a prompt to copy into ChatGPT, Claude or Copilot, a sample to try it on and a list of what to check. You can have it working on a real job in about 20 minutes, which is hard to do while pausing a video.

I already use ChatGPT. Will this be too basic?

Take the placement test. If you already write good prompts, it starts you at Module 2 or later, on client letters, engagement letters, bank data and tax research.

What does the PCRT guidance say about client data in ChatGPT?

The guidance says that putting client data into a publicly available AI tool is likely to breach client confidentiality, unless the client has consented.

Lesson 0.2 covers what that means in practice, how to anonymise a client email properly, and where ChatGPT and Claude keep their data settings.

Can I record this as CPD?

You can record the time you spend on this course as CPD under your professional body's own rules, if it is relevant to your role, with a short note of what you learned and how you will use it.

£195 + VAT

One payment of £195 + VAT, no subscription. That is £234 with VAT at 20%.

Ask for a refund within 30 days of buying and you get the full amount back, no questions asked. To ask, email steffen@voll.co.uk.

If you start with the course, that £195 is credited against any Voll build.

Already bought it? Go to your course.