AI Toolkit for the Practice Accountant

A practical AI prompt library and workflow reference for UK practice accountants. 15 ready-to-use Claude prompts across FRS 105 micro-entity accounts, AML / KYC, MTD, SAR decisions, FRS 102 small-company reviews, filing deadlines, year-end tax planning, fee reviews, probate accounts, payroll year-end, SA reviews, and practice management.

What's inside

  • 15 ready-to-use Claude prompts across FRS 105 accounts, AML / KYC, MTD readiness, SAR decisions, FRS 102 Section 1A reviews, filing deadlines, year-end tax planning, fee reviews, probate accounts, company formations, payroll year-end, SA reviews, practice marketing, and CPD
  • A CLAUDE.md system prompt that calibrates Claude for the UK practice-accountant role
  • FRS 105 / FRS 102 Section 1A / POCA 2002 / MLR 2017 / PCRT-aware coverage
  • 4-point practice-accountant control framework — AML discipline, SAR decisions remain with MLRO, PCRT-aligned tax-advice ethics

Who it's for

Accountants in UK public practice — sole practitioners, managers, and partners in SME-focused firms. Particularly useful if you want a structured AI workflow that respects the regulatory framework (AML, POCA, PCRT) practice accountants work within.

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AI Toolkit for the Practice Accountant (FRS / AML / MTD) — Free Download | Learnsignal