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AI for Accountants: Automate, Analyse & Advise your Clients

Discover how AI is transforming the work of accountants. Experience speed and accuracy for every job you have to do, and streamline your day-to-day workflows. Automate tasks, uncover insights, and free up time for higher-value work across your practice.

Access Evo is ISO Accredited  

ISO 42001 is the Artificial Intelligence Management Systems standard. Access Evo is AI that accountants can trust, as it is ISO 42001 certified for responsible artificial intelligence management.

What accounting practices need to know about AI

Discover how artificial intelligence is transforming the accounting profession. Understand the real-world applications of AI—from automating low-value tasks to unlocking deeper financial insights. Learn which tools are making a difference, how firms are using AI to scale advisory services, and what steps you can take to implement AI responsibly in your practice. Resources include:

Free download: The four pillars of AI in accounting

How do you ensure responsible, secure and effective use of AI in your practice? In this guide, we explore four key pillars of AI adoption and explain how you can overcome the challenges, minimise the risks and maximise the benefits of implementing AI in your firm.

Perfect for: Practice managers, partners, and technology leaders who want to harness AI's potential while maintaining the highest standards of security and professional compliance.

Why Every Accounting Firm Needs an AI Policy in 2025

The question isn't whether your firm will adopt AI – it's whether you'll do so safely and strategically. The firms that establish robust governance frameworks now will lead the profession's transformation. Those that don't may find themselves facing a world of risk.

At Access, we've worked with our team at ChangeGPS to develop comprehensive AI governance frameworks specifically for accounting firms. Our approach combines deep regulatory knowledge with practical implementation experience, helping firms unlock AI's potential while maintaining the trust and compliance that define our profession.

Download our complete AI Risk Management and Adoption Policy template – a practical framework covering everything from vendor evaluation to staff training, designed specifically for accounting firms navigating the AI revolution safely and successfully.

Access Evo is ISO Accredited  

ISO 42001 is the Artificial Intelligence Management Systems standard. Access Evo is AI that accountants can trust, as it is ISO 42001 certified for responsible artificial intelligence management.

It serves as the world's first international standard for AIMS, offering a framework for:
  1. Responsible AI development and deployment
  2. Ethical AI governance throughout the lifecycle
  3. Systematic risk management and accountability

Get Practical Insights on AI in Accounting

Learn how firms are using AI today to save time, increase accuracy, and offer more strategic advice. Explore guides, tips, and real-world examples.

Access Accountants Evo

Say goodbye to multiple, disconnected software solutions. Instead, do more of the work that matters.

Now enhanced with embedded AI, empowering you to focus on the work that matters. Get the practice solution that’s built to scale. Add the additional features you need when you need them.

Get in touch with us to find out how Access Accountants Evo can power your accounting practice.

AI for Accountants FAQ

What is AI in accounting?

AI in accounting refers to the use of artificial intelligence tools and technologies to automate repetitive tasks, analyse financial data, detect anomalies, and support better decision-making. This includes tools for bookkeeping, forecasting, compliance, and even client communications.

How can AI help my accounting firm?

AI can save time by automating data entry, reconciliations, and reporting. It also helps identify trends, improve accuracy, and deliver real-time insights—freeing up your team to focus on advisory services and client relationships.

Is AI going to replace accountants?

No. AI is designed to enhance the accountant’s role, not replace it. While it handles repetitive tasks, accountants are still needed for strategic thinking, interpretation, relationship-building, and business advisory.

Is AI safe to use in accounting?

Yes, when implemented correctly. Most reputable AI solutions follow strict security standards. It’s important, however, to have an internal AI usage policy that ensures data privacy, accuracy, and ethical use.

What is Access Accountants Evo and what are its key benefits?

Access Evo is an evolution of Access Workspace incorporating AI features and functionality and an upgrade in the user experience of our software.

In addition to your Access Accountants software we’ll provide Access Evo as a combined package. Evo initially connects to your client tax data, providing AI capabilities and insights. You’ll also have access to additional apps to help you run your practice like a pro.

  • Open your years of client tax data to the possibility of generative AI in a secure way.
  • Motivate, connect and align colleagues, to get everyone growing in the same direction with employee recognition and engagement apps.
  • Find the answers to ATO and Fair work questions without exiting your Access solution or interrupting your workflow.
  • Store and collaborate on documents internally and find information you’re looking for in seconds 

Is Access Evo a required part of Access Accountants software?

Yes, it incorporates AI and embeds it into our systems for customers who wish to take up that capability. We believe Access Evo will enhance user experience and provide additional value to users and the practice using our software, and it will evolve and become the new way you use our software.

How does Access safeguard customer data with Access Evo?

Data security is paramount, regardless of the technology used. All our technology will never compromise data security and we are offering the use of AI at three security levels:

  • Our use of AI remains within a private secure environment, no customer data is used in OpenAI systems
  • User role-specific AI – the technology can only access data based on existing software permissions and controls
  • Each individual’s use of our GenAI capabilities remains personally confidential

Will Access Evo features keep my information confidential and what happens to the information I upload?

It’s at an entirely individual level, and nobody can see what a user has asked for or what systems they use. However, to allow us to check the security against permissions and controls is in place, we will run random testing, but that will be confidential and unattributed to individuals. In addition we will run queries past an automated checking system to ensure the use of AI is legal and appropriate to prevent misuse by any user.

Information that you might upload stays within the secure environment and won’t leave the Access infrastructure. No one outside of Access or your organisation will see the prompts, queries or information. We keep each customer’s information independently confidential and secure, unlike open ChatGPT, where any information you input or ask it to reformat will be used by open AI services to inform their future models and will therefore be available to others to view. You need to use a secure system like Access Copilot to protect yourself and prevent your information from being available to the wider internet.