From Prompt to Practice: Real AI Use Cases for Tax

What smaller firms can do today with AI—before the wave hits.

‍

“Firms that don’t start now will find they’re being left behind.” That’s the reality for Alastair Wilson, ex-Tax Partner at Azets and AI enthusiast. 

‍

And he’s not talking about some distant future.

‍

This webinar is about how small and mid-size firms are already using AI to automate tax admin, produce real outputs (like ERS returns), and build time-saving tools…

‍

All without waiting for their software vendor or IT team.

‍

One shift is levelling the field between the Big Four and small firms, and it’s those adopting AI.

‍

What you’ll learn: 

• Real examples of how GPT is saving firms hours (and improving service) like automating annoying tasks like engagement letters (using transcripts + Power Automate)
• The biggest misconceptions about AI in tax—and what’s actually true in 2025 like generating newsletters to grow your practice and drafting employment related Securities returns using AI
• How to  build simple tools with Lovable or Replit, then scale them securely in Microsoft
  
  

Whether you're still on desktop or experimenting with GPT, this session is for the accountant who’s thinking:

‍

“This could work... but where do we even start?”

‍

Save your seat now.  

‍