AI Policy for UK Accountancy Firms — Ready to Use Today

Make the call. Record it. Roll it out.

Set clear rules for how your staff use AI. Get a firm-specific policy from a short intake — no template editing required.

  • Built for UK accountancy and bookkeeping firms

  • Designed for client data and professional outputs

  • Not a fill-in template — customised for your firm

One-time purchase: £149

Includes your policy, staff guide, rollout script, and decision flow — ready to use.

Secure checkout • Short intake form • Delivered in minutes

After checkout, complete a short form and receive your policy by email.

  • Small UK accountancy and bookkeeping firms that want clear, practical rules for staff AI use without building a policy from scratch.

  • Suitable for firms handling client information, producing professional outputs, and needing a simple, defensible position on AI use.

Who this is for

Not for firms looking for legal advice, a bespoke enterprise framework, or a free generic template.

Better than a free template

A free template can give you a starting point. It does not give you a clear decision, practical rollout tools, or confidence that you have covered the issue properly.

This pack gives you a firm-specific policy, supporting rollout materials, and a clear path to implementation — without the time and effort of building it yourself.

What you get

For £149, you receive everything you need to set clear rules and roll them out across your firm — four practical documents covering decision, documentation, and rollout:

  • Core AI-use policy — A clear, practical 7-page policy to define your firm’s position and set expectations for staff

  • Manager rollout script — A simple script to introduce the policy without writing internal communications from scratch.

  • Staff quick guide — A plain-English one-page guide your staff can follow in day-to-day work.

  • AI-use decision tree — A one-page visual guide to help staff pause, check, and escalate higher-risk AI use.

Inside the pack

See exactly what you get — real excerpts from the policy, staff guide, rollout script, and decision flow.

  1. Pay securely online

  2. Complete the short intake form

  3. Receive your pack by email within minutes

How to it works

We only ask for the information needed to prepare your pack. See our Privacy Policy for how your information is handled.

Built for UK accountancy and bookkeeping firms that need clear, ready-to-use AI rules

One-time purchase: £149

Includes policy, staff guide, rollout script, and decision flow.

Secure checkout • Short intake form • Delivered within minutes

Questions before you buy?

Backed by our refund policy