Set clear rules for staff using AI in your accountancy firm
Get a practical AI-use policy and rollout pack for your firm, built from a short intake form and emailed to you within minutes.
Help your team use AI safely and consistently — with clear boundaries around client information, draft outputs, admin tasks, review, and professional judgement.
Set the rules. Document the decision. Roll it out.
One-time purchase: £149
Includes your policy, staff guide, rollout script, and decision flow — ready to use.
Secure checkout • 9-question intake • Pack emailed within minutes
After checkout, answer nine multiple-choice questions about your firm’s use of AI and provide your basic firm details. Your documents are then generated and emailed within minutes.
Built by Sarentix, a decision-support business focused on practical AI-use rules for small businesses and professional firms. Not legal advice — a structured way to set internal rules and roll them out.
Snapshots from the policy, staff guide, flowchart, and rollout note.
Staff AI use is no longer theoretical
Your team is likely already using AI tools to draft emails, summarise notes, prepare internal documents, check wording, organise admin tasks, or support client-facing work.
That creates practical questions:
What can staff use AI for?
What client information must stay out of public AI tools?
When should AI output be reviewed?
When does a manager need to approve use?
How should the policy be explained to the team?
This pack gives your firm a clear, practical starting point — without turning AI governance into a large consulting project.
Better than a template
A template gives you wording, but it does not make the hard decisions your firm needs to make about AI use.
You still have to decide what staff can use AI for, what client information they can enter, when approval is needed, how AI output should be reviewed, and how the rules will be rolled out.
This pack gives you a clear AI-use position, practical staff rules, and rollout tools you can use immediately — without turning a blank template into another unfinished admin job.
What you get
A practical four-part pack for your firm:
AI-use policy — A clear, practical 7-page policy that sets out how staff may use AI, where conditions apply, what information needs extra care, and when approval is required.
Manager rollout script — A practical note to help explain the policy internally and introduce it without overcomplicating the message.
Staff quick guide — A one-page staff-facing guide that turns the policy into plain-English rules your team can follow.
AI-use decision tree — A simple flowchart to help staff decide when AI use is allowed, when to be cautious, and when to pause and ask.
Who this is for
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.
Designed around accountancy-firm realities
The pack is written with accountancy and bookkeeping firms in mind, including practical issues such as client information, draft client communications, internal admin, working papers, review expectations, and staff use of public or business AI tools.
This pack is not a substitute for legal advice, regulatory advice, cyber-security consulting, or specialist review for complex/high-risk AI use. If your firm is deploying AI into regulated advice, automated decision-making, client-facing systems, or high-risk workflows, you should seek appropriate specialist advice.
Inside the pack
See exactly what you get — real excerpts from the policy, staff guide, rollout script, and decision flow.
How it works
Pay securely online
Complete the short intake form
Receive your pack by email within minutes
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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?
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