AI Toolkit for Practice Owners (SMPs) (Free Download)

Download the toolkit: Click here to download the PDF → — 11 pages, ~45 KB, Navy & Mint branded, 6 AI platforms + 25 starter prompts. Free, no signup required.

Free, no signup required. Last reviewed May 2026.

Five AI configurations for accounting practice owners — multi-client workflow automation, Companies House / CRO filings, tax compliance, and advisory upsell prompts.

What's inside

• CLAUDE.md for project-level context
• ChatGPT Custom Instructions
• Microsoft Copilot agent prompt with M365 practice workflow integrations
• Google Gemini Gem instructions
• Perplexity Space instructions

Built-in: FRS 102 / FRS 105 / Companies Act citations, Revenue / HMRC tax discipline, Xero / Sage / QuickBooks click-by-click workflows, AML red-flag checklist, ethics-code conflict checks, and advisory upsell prompts at the end of every compliance answer.

Who it's for

Accounting practice owners in Ireland and the UK with 50–200 SME clients. Pairs with the ACCA, CPA Ireland, ICAEW, and AAT routes.