Recorded
1 x CPD point
Make AI useful for everyone in your firm — not just tech lovers.
Most firms are dabbling with ChatGPT - but the knowledge stays stuck in one person’s head (or browser history).
This session is all about helping you build a simple, team-friendly internal AI knowledge base, so everyone in your practice can save time, boost consistency, and avoid reinventing the wheel.
You’ll learn:
✅ What should go in an AI knowledge base for an accounting firm
✅ How to organise prompts by team role: admin, bookkeeper, accountant, partner
✅ How to structure your base using Google Docs, Notion, or even a shared folder
✅ Simple, scalable formats: Prompt Cards, how-to guides, video explainers.
✅ Real examples of prompts that work for daily practice admin.
✅ Tips for encouraging staff to contribute, use, and improve the content.
✅ Policies and controls so your AI base stays accurate and ethical.
💡 Whether you're managing one assistant or 20 staff, this system helps everyone get value from AI - without chaos.
👥 Perfect for:
Accountants who want their team to use AI responsibly.
Practice managers setting up internal training or support systems.
Admins and bookkeepers who want real examples, not theory.
The webinar recording will be available in your library after the live event.
Disclaimer:
Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.