AI and automation insights for Australian accounting firms
Practical writing for firm owners and managers — what the TPB Code requires when AI is in the workflow, which tools Australian practices actually use, what automation changes in a practice, and how to roll it out safely.
Can Australian tax agents use ChatGPT with client data?
Yes, but only with client permission and the right tier. What Code item 6, the Privacy Act and TPB(GS) 55/2026 require before client information goes into ChatGPT.
AI use policy template for Australian accounting firms
A free, copy-and-adapt AI use policy for Australian accounting practices, mapped to Code item 6 and sections 30, 35 and 40 of the Determination 2024.
Record-keeping when AI is in the workflow: what your file needs to show
Sections 30 and 40 of the Determination 2024 require proper client records and a quality management system. Here is what an AI-assisted file needs to evidence.
AI tools for Australian accounting firms in 2026
A practitioner’s guide to the AI tools Australian accounting firms actually use in 2026, organised by job, with what each is good at and where each falls short.
Copilot vs ChatGPT vs Claude for accounting firms
How Microsoft 365 Copilot, ChatGPT and Claude compare for Australian accounting practices: data handling, where each fits, and the three questions that decide it.
How to automate compliance workflows in an Australian accounting firm
A six-step method for automating compliance work in an Australian practice, how to choose the first workflow, what breaks, and realistic timelines.
Where AI actually saves time in an accounting firm (and where it doesn’t)
Not every task is worth automating. A practical framework for finding the workflows that pay back fastest — and spotting the ones that will quietly cost you more than they save.
A practical guide to preparing individual tax returns with AI
What a document-to-workpaper automation actually looks like in an Australian practice, step by step — including the checks that keep it defensible at review.
Human in the loop: designing AI workflows your reviewers will trust
Adoption fails when reviewers can’t see what the machine did. Five design decisions that turn an AI workflow from a black box into something a partner will sign.
See what this looks like in your firm
A free 30-minute discovery call. You'll leave with a clear view of where automation can save your team time — whether or not you work with us.