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PPCS Learning · AI Training

Practical AI Training for Accounting Firms

Use AI productively. Use it safely. Know where the risks are.

AI is already being used across accounting practices — from drafting emails and researching technical questions to analysing documents and supporting everyday workflows.

The opportunity is significant, but so are the risks when people use AI without understanding its limitations.

PPCS training gives accountants, staff, managers and partners the practical knowledge they need to use AI effectively, protect client information and maintain appropriate professional oversight.

PracticalAccountancy-focusedDesigned for real-world AI use
AI training from £49 per person + VAT

Course 01 · For everyone

AI Safety Essentials for Accountancy Practices

Essential AI awareness for everyone in the firm

£49 + VATApprox. 1 hourLive onlineKnowledge assessmentCPD certificate

AI tools are easy to access, which means staff can begin using them long before a firm has considered the risks.

AI Safety Essentials gives employees the essential knowledge they need to use AI responsibly in an accounting environment.

Who is it for?

Anyone within an accounting or bookkeeping practice who uses, or may use, tools such as ChatGPT, Microsoft Copilot, Gemini, Claude or AI functionality built into other software.

What the firm gains

A consistent baseline of AI awareness across the workforce, together with evidence that staff have completed structured AI safety training.

What learners will cover

AI in the modern accounting practice

How AI is already being used and where it is appearing in everyday systems and workflows.

Know what you are using

Understanding different AI tools, business and personal accounts, approved tools and shadow AI.

Client data and confidentiality

Understanding the risks of entering client, personal or confidential information into AI systems.

AI can be wrong

Hallucinations, fabricated information and why convincing AI output can still be incorrect.

Human review and professional responsibility

Why AI-generated work needs appropriate review and why responsibility remains with the person using it.

Using AI responsibly

Knowing when AI is appropriate, when it is not, and how to work within the firm's rules.

When something goes wrong

Recognising and escalating errors, inappropriate disclosures and other AI-related concerns.

Knowledge assessment

A short assessment confirms understanding of the core principles.

Course 02 · For practitioners

Practical AI for Accountants: Safe and Effective Use

Learn how to get genuine value from AI without losing professional judgement

£119 + VATApprox. 2–3 hoursLive onlinePractical examplesKnowledge assessmentCPD certificate

AI training should not simply tell people what they cannot do.

This course shows accounting professionals how to use generative AI more effectively while understanding the safeguards required when using it in professional work.

Who is it for?

Accountants, bookkeepers, tax professionals, payroll teams, audit staff, advisers and others who want to use AI as part of their everyday work.

What the firm gains

Staff who are more confident using AI productively — while being less likely to treat AI output as automatically trustworthy.

What learners will cover

What AI is good at — and what it isn't

Understanding where generative AI can genuinely help and where its limitations matter.

Asking AI better questions

Giving AI clearer instructions, context and constraints to produce more useful outputs.

AI for everyday practice work

Using AI to assist with drafting, summarising, research, document analysis, planning and administrative work.

Working with client information

Making sensible decisions about what information can be shared with an AI system.

Checking AI-generated work

Verification, source checking and recognising when additional professional review is necessary.

Human in the loop

Understanding what meaningful human oversight actually looks like.

Using the right AI tool

Considering the tool, account type, purpose and information involved before using AI.

Responsible AI in practice

Using AI productively while maintaining appropriate accountability and professional judgement.

Knowledge assessment

Confirming understanding of safe and effective AI use.

Course 03 · For managers

Managing AI in an Accounting Practice

For the people responsible for teams, processes and day-to-day AI use

£89 + VATApprox. 90 minutesLive onlineManagement-focusedKnowledge assessmentCPD certificate

The question for managers is no longer simply whether a firm uses AI. It is:

What AI are people using, what are they using it for, and how is that use being managed?

This course provides managers with a practical framework for understanding and overseeing AI use within their teams.

Who is it for?

Practice managers, department heads, operations teams, IT leads and anyone responsible for supervising people or business processes.

What the firm gains

Managers who understand how to move from uncontrolled AI adoption towards visible, managed and responsible AI use.

What learners will cover

AI is already in the practice

Recognising direct AI use, embedded AI and shadow AI.

Knowing what AI tools are being used

Understanding which tools are being used, by whom and for what purpose.

Understanding the purpose of AI use

Distinguishing useful operational use from experimentation and uncontrolled adoption.

Understanding AI risk

Recognising risks relating to confidentiality, accuracy, security, compliance and client impact.

Suppliers and AI services

Understanding why the provider behind an AI service matters.

Rules for AI use

Creating clear expectations about appropriate and inappropriate AI activity.

Human oversight in workflows

Identifying where human review is required and who should be responsible.

Reporting problems and correcting errors

Responding appropriately when AI contributes to an error, incident or unexpected outcome.

Keeping AI under review

Recognising that tools and use cases change and need periodic review.

Knowledge assessment

Confirming understanding of managed AI use.

Course 04 · For partners & directors

AI Leadership for Partners

The essential AI briefing for those ultimately responsible for the practice

£109 + VATApprox. 90 minutesLive onlineLeadership-focusedKnowledge assessmentCPD certificate

AI creates productivity opportunities throughout an accounting practice, but responsibility for how it is used cannot simply be delegated to individual employees or the IT department.

Partners and directors need enough understanding to ask the right questions, set appropriate expectations and ensure that AI is being used responsibly.

Who is it for?

Partners, directors, owners and senior leaders within accounting and bookkeeping practices.

What the firm gains

Partners and directors who can lead AI adoption rather than simply reacting to it.

What learners will cover

AI is a leadership issue

Why AI adoption creates organisational and professional responsibilities.

What AI is being used in your firm?

Visibility of AI tools, embedded AI and shadow AI.

Defining responsible AI use

Establishing clear expectations about how the organisation expects AI to be used.

Responsibility and accountability

Determining who owns AI oversight and who has authority to make decisions.

Protecting clients and the firm

Considering confidentiality, professional judgement, compliance, reputation and operational risk.

AI tools and suppliers

Understanding why organisations should know which technologies and providers they rely upon.

Human oversight and quality control

Ensuring AI does not bypass existing professional review and quality processes.

Training and staff competence

Making sure employees understand both the potential and limitations of AI.

Monitoring AI over time

Keeping pace as tools, capabilities and use cases change.

From AI use to AI governance

Bringing people, technology, rules and oversight together into a coherent approach.

Leadership knowledge assessment

Confirming understanding of AI leadership responsibilities.

Pricing

AI Training from £49 per Person

Simple per-person pricing, with lower prices when you train more of your team. All prices exclude VAT.

Live online courseDelivered live by PPCS
Learning portalAccess to the course materials
Knowledge assessmentConfirms understanding
Printable CPD certificateFor every learner who completes
Course Individualper person 10–24 learnersper person 25+ learnersper person
AI Safety EssentialsApprox. 1 hour£49£39£29
Practical AI for AccountantsApprox. 2–3 hours£119£89£69
Managing AI in an Accounting PracticeApprox. 90 minutes£89£69£59
AI Leadership for PartnersApprox. 90 minutes£109£89£79
All prices per learner, + VAT.Firm discounts apply to the number of learners on the same course.
e.g.

Training a 20-person firm on AI Safety Essentials? Each place is £39 instead of £49 — the more people you train, the less each place costs.

Save with a Learning Pathway

Combine courses for each person's role and pay less than buying them separately.

Practitioner Pathway

For staff who use AI in their everyday work

  • AI Safety Essentials
  • Practical AI for Accountants

Individually £168

£149per person + VAT

Save £19
Recommended

Manager Pathway

For those responsible for teams and processes

  • AI Safety Essentials
  • Practical AI for Accountants
  • Managing AI in an Accounting Practice

Individually £257

£219per person + VAT

Save £38

Partner / Leadership Pathway

For partners, directors and owners

  • AI Safety Essentials
  • Practical AI for Accountants
  • Managing AI in an Accounting Practice
  • AI Leadership for Partners

Individually £366

£299per person + VAT

Save £67

Training a larger team on a pathway? Ask us for firm pricing.

Programmes

Train the Whole Practice

Individual courses can be purchased separately, or firms can combine training into a structured programme. Programme courses use the per-person prices above; optional extras are quoted to suit your firm.

AI SAFE

From £29 per person + VAT

Establish a common AI safety baseline across the practice.

Includes

  • AI Safety Essentials for Accountancy Practices

Suitable for firm-wide rollout to ensure employees understand confidentiality, AI errors, human review and responsible use. Includes learner assessment, completion records and printable CPD certificates.

For firms adopting AI

AI READY

Courses £219 per person + VAT (Manager Pathway)

Help staff use AI productively while giving managers greater visibility and control.

Includes

  • AI Safety Essentials
  • Practical AI for Accountants
  • Managing AI in an Accounting Practice

Can also include

  • AI Tool Discovery exercise
  • Initial AI Register
  • Staff responsible-use acknowledgement
  • Firm training completion report

Designed for practices that are actively adopting AI and want to put sensible foundations around its use.

AI RESPONSIBLE PRACTICE

Courses £299 per person + VAT (Leadership Pathway)

Build AI capability across staff, management and leadership.

Includes all four courses

  • AI Safety Essentials
  • Practical AI for Accountants
  • Managing AI in an Accounting Practice
  • AI Leadership for Partners

Can also include

  • AI Tool Discovery
  • Initial AI Register
  • Responsible-use acknowledgement
  • Defined management responsibility
  • Periodic AI review process
  • Firm-wide training report
  • PPCS AI Practice Review

Designed for firms that want a more structured approach to responsible AI adoption.

Firm-Wide Deployment

Training for the Whole Firm

PPCS Learn is designed for both individual learners and firm-wide deployment. Contact PPCS for firm-wide and multi-user options, including volume pricing.

For firms, training can provide

Individual learner accounts
Live online courses
Knowledge assessments
Printable CPD certificates
Completion tracking
Firm-level training reports
Different learning pathways for staff, managers and partners
Onboarding training for new employees
Refresher training as AI develops
Portal access to learning materials
Why PPCS

Why PPCS AI Training?

01

Built for Accountancy

The examples, risks and decisions are focused on the reality of accounting practices rather than generic corporate AI training.

02

Practical, Not Theoretical

Learners are taught what AI can help with, where it can go wrong and what they should actually do differently.

03

Different Training for Different Responsibilities

An employee using ChatGPT does not need the same training as the partner responsible for the practice.

PPCS provides separate learning pathways for staff, managers and leaders.

04

Evidence of Learning

Courses include structured learning, knowledge assessment, completion records and printable CPD certificates.

05

Designed Around Responsible AI Adoption

The objective is not to discourage AI use.

It is to help firms take advantage of AI while maintaining appropriate visibility, judgement, confidentiality and oversight.

Get Started

Ready to Train Your Practice?

AI training from £49 per person + VAT, with firm discounts for larger teams. Talk to PPCS about individual courses or a firm-wide programme. Call 077 5679 7955 or email [email protected].