AI for Tax Accountants
Use AI to support accounting and tax work more effectively, while keeping professional judgement, accountability and compliance at the heart of it.
I want to use AI effectively in my role
Learn how to use AI productively and responsibly in your day-to-day work.
Build the confidence to use AI for research, analysis and communication
Learn how to write effective prompts and review AI-generated outputs
Understand where AI can help and where human judgement is needed
I want to build AI-supported workflows
Move beyond individual tasks and learn how to build and test AI-supported workflows.
Connect tasks into structured, repeatable workflows
Explore process mapping, permissions and governance controls
Build and test AI-supported solutions while maintaining human oversight
Overview
AI is changing tax accountancy. The judgement stays with you.
Artificial intelligence is becoming a core part of accounting and tax work, from research and return preparation to data review and client communications. Through guided practical tasks, our Foundational and Practitioner AI for Tax Accountants courses help you use AI effectively while keeping professional judgement at the centre of your work. You'll learn to apply AI safely, confidently and ethically within professional standards, regulatory requirements and organisational policies – knowing where its role ends and yours begins.
One professional pathway,
two ways to progress
Whether you’re new to the world of AI or already use it in your work, there’s a route for you. Both courses are delivered through live, instructor-led online sessions with a focus on real-world learning that you can put into practice from day one.
- Duration
10 hours of intensive learning over two days
- Study modes
Online - Live and instructor-led
- Cost
Courses are delivered in groups of minimum 15 learners.
Talk to our team to find the right option for you or your organisation.
Download factsheet
I want to use AI effectively in my role
You want to build the skills and confidence to get the most value from AI in your tax work.
Learn how to:
Use AI to support everyday tax tasks, including research, preparation, data review and client communications
Identify where AI can add value and where professional judgement is needed
Check AI-generated outputs by verifying sources, authority, jurisdiction and relevant tax periods
Spot missing facts, anomalies and unsupported tax positions before progressing work for professional review
I want to build AI-supported workflows
You want to move beyond individual tasks and turn them into automated processes or workflows.
Learn how to:
Choose a step in a tax process where AI can make a valuable impact
Map what information goes in, what comes out and where a person needs to review or decide
Build and test an AI-supported process using approved sources, including scenarios with missing records and outdated guidance
Put the right permissions, reviews, escalation routes and human oversight in place before a workplace pilot
Book your place today
Equip yourself or your team with the skills to use AI safely, confidently and ethically in your role.
FAQs
If you can’t find the answer to a question, our helpful advisers will be happy to help.
Choose based on your experience of using AI and what you want to do with it. Foundational is for professionals who want to use AI more effectively in individual tasks. Practitioner is for those already comfortable using AI who want to connect tasks into workflows and test AI-supported processes.
Before the course, you'll complete an AI skills diagnostic to assess your current level of capability. Based on your answers, you'll receive guidance on the most suitable starting point. At the end of the course, you'll complete a second diagnostic to measure your progress and demonstrate the impact of your learning.