Compliance for accountants using AI.
Client data in AI tools triggers both UK GDPR and EU AI Act obligations. Your professional indemnity insurer will want the documentation.
Why this matters
Even occasional AI use creates compliance and PI exposure.
Accountancy involves special category data under UK GDPR; AI tool use compounds compliance exposure.
EU AI Act Article 4 (AI literacy) applies to any firm using AI internally, including ChatGPT or Copilot for research, drafting, or analysis.
PI insurers now ask about AI governance in renewal questionnaires.
Recommended packs
The two tiers most accountants businesses need.
Clear pricing. 14-day refund.
Essentials
AI Acceptable Use and Literacy — the Article 4 floor PI insurers now expect to see.
- AI Acceptable Use Policy
- AI Literacy Policy
Professional
For firms using AI on client data or in advisory work — Article 50 disclosures, oversight, vendor register.
- Everything in Essentials
- Article 50 Transparency Disclosures
- Human Oversight SOP
- AI Incident Response Procedure
- Vendor AI Risk Register
FAQ
Common questions for accountants.
We just use ChatGPT occasionally for drafting. Is that still AI use?
Yes. Article 4 literacy obligations apply to any AI tool use in business operations.
Does this cover MTD and HMRC-specific obligations?
No. This covers AI governance. HMRC compliance is separate and handled by your tax software and practices.
Will my PI insurer accept this documentation?
The packs are written to statutory drafting standards, citing the relevant regulations. PI questionnaires typically ask whether you have a documented AI policy — you will.
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