1 x CPD point

We’ll explore how accounting firms are beginning to use Claude internally as a practical support and training tool for staff.

Rather than relying on senior team members to answer the same questions repeatedly, firms are starting to create structured AI-supported workflows that help staff access guidance, procedures, and process support when needed.

This can assist with:

• Supporting junior staff during busy periods

• Reducing interruptions to managers and business owners

• Providing more consistent answers across the team

• Reinforcing internal workflows and review procedures

• Helping staff work more confidently and independently

Examples include:

• Staff asking Claude how to complete a workflow step

• Accessing standard tax planning procedures and checklists

• Reviewing internal processes before escalating questions

• Using Claude as a first level of internal support during compliance and tax planning periods

We’ll discuss practical ways firms can begin introducing this into their practice without creating complicated systems or additional workload.

For many firms, this is becoming less about “AI tools” — and more about creating scalable internal support for teams as workloads continue to grow.

** This webinar will be recorded - all those that book will receive a copy of the recording after the 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.