Most practices have tried AI. Far fewer use it every day. We run a half-day workshop built around the tasks your team already does, and we show them what can and cannot go into an AI tool.
The briefing is free and takes 30 minutes.
Two things changed for Australian practices this year.
The Tax Practitioners Board confirmed that practitioners stay accountable for anything AI produces, and need client permission before client information goes into an AI tool.
saved each week through AI by top-performing accounting and bookkeeping practices.
Client emails, document chasing, workpaper and file notes, advisory summaries. We show your team how to hand these to AI, within the TPB's guidance on client information.
File notes, meeting summaries, review preparation and first drafts of advice documents. We work within your licensee obligations and around the way your practice already runs.
An in-house workshop for the whole team, built around the work in front of them.
Before we arrive, your team lists the tasks they would most like AI to take off their hands.
How to get a consistent result out of an AI tool, and how to tell when you are not getting one.
What can and cannot go into AI tools, in line with current TPB and ASIC guidance.
We build your top three wishlist items in the room, on the tools you already use.
Scoping. We map the workflows where AI saves your practice the most hours, and give you a written plan.
Build. We build the fixes you choose, using tools you already have where possible. Each step is optional.
Before the workshop, the team sent us twelve tasks they wanted AI to handle, from newsletter triage to business card follow-ups. We picked three and built them live in the session, using tools the team already had.
Apex Data Solutions builds data tools for organisations that handle sensitive information, including a NAPLAN analytics platform now in pilot with NSW government schools.
The same standards apply to our AI work. We run the workshop on your own systems, and anything we build afterwards fits the tools your practice already pays for.
See our NAPLAN Analytics platformOne of the four sessions is about exactly this: which tools to use, what not to put into them, and how that sits with current guidance. We point you to the TPB and ASIC guidance itself rather than give you compliance advice.
Usually not. We start with the tools you already pay for, and only suggest something new when there is a clear reason for it.
A 30 minute briefing, then half a day for the workshop. Your team fills in the wishlist beforehand, which takes about 15 minutes each.
Thirty minutes on where AI is already working in practices like yours, and where it could save your team time.
Book a 30 min briefingPrefer to write? Email our team and we will come back to you within one business day.
