Use AI to reduce repetitive admin, speed up client communication and get more from your existing team.
Ibex Tax provides practical AI productivity training for tax consultants, bookkeepers, accounting support teams and small businesses that want to save time, reduce manual follow-ups and improve day-to-day workflows without losing human oversight.
Designed for small teams doing big workloads.
Tax consultants running small practices
Reduce admin burden and spend more time on client work.
Boutique accounting firms
Help your team work smarter without adding headcount.
Bookkeepers and BAS agents
Streamline checklists, reminders and data entry tasks.
Small business owners
Save time on emails, admin and repetitive operations.
Admin and finance teams
Reduce manual work and improve document workflows.
Payroll and operations staff
Build better processes and reduce follow-up cycles.
Teams using Xero, MYOB, QuickBooks, Excel, Outlook, Gmail
Learn how to layer AI tools over your existing software.
Teams spending too much time on repetitive emails and document chasing
Build reusable templates and prompts that save hours each week.
Most small accounting teams are not short of work — they are short of time.
Staff spend hours writing similar emails, chasing the same missing documents, preparing checklists, searching client files, summarising information and answering repeat questions. AI tools can help, but only when staff know how to use them safely, practically and consistently.
Hours spent on repetitive client emails every week
The same follow-up messages written again and again for every client, every month.
Time lost chasing missing documents and records
Staff spend significant time hunting for information that should be easy to find.
Repetitive tasks that AI could partially automate
Checklists, summaries, reminders and process notes rebuilt from scratch each cycle.
Risk of using AI incorrectly without proper training
Staff experimenting with public AI tools without guidance on privacy and confidentiality.
Practical AI skills for accounting and small business teams.
- Writing better prompts for accounting and admin tasks
- Creating reusable client email templates
- Building tax-time document checklists
- Preparing BAS reminder workflows
- Summarising non-confidential information
- Creating SOPs for repetitive office tasks
- Improving Excel and spreadsheet productivity
- Drafting internal process notes
- Training staff to use AI safely
- Identifying what should NOT be uploaded into public AI tools
Eight practical modules built for accounting and business teams.
AI Basics for Tax and Accounting Teams
What AI tools can and cannot do, safe starting points and realistic expectations for accounting practice staff.
Prompt Writing for Accountants and Admin Staff
Get better results from ChatGPT, Microsoft Copilot and Google Gemini with structured, effective prompts.
Client Communication Automation
Build reusable email templates for common client scenarios including document requests, reminders and confirmations.
Document Review and Summarisation Workflows
Use AI to summarise and organise non-confidential information quickly and consistently.
Excel and Spreadsheet Productivity
AI-assisted formulas, data cleaning and analysis to reduce manual spreadsheet work.
Bookkeeping and BAS Workflow Productivity
Streamline checklists, reminders and coding tasks across your bookkeeping and BAS cycles.
AI for Small Business Owners
Practical AI workflows for admin, marketing copy and operations for non-accounting small businesses.
Privacy, Confidentiality and Human Review
What not to do, how to protect client data and when to apply human judgement over AI output.
Choose the right format for your team.
AI Starter Session
Best for: Small teams curious about AI
Format: 2-hour workshop
[Pricing — Book a consultation to discuss]
AI Workflow Audit
Best for: Tax and accounting practices with repetitive admin
Format: Half-day review
[Pricing — Book a consultation to discuss]
AI Productivity Training
Best for: Staff needing practical hands-on skills
Format: 1-day training
[Pricing — Book a consultation to discuss]
AI Implementation Sprint
Best for: Firms wanting templates, SOPs and workflows
Format: 2–4 week engagement
[Pricing — Book a consultation to discuss]
AI for Small Business Owners
Best for: Non-accounting small businesses
Format: Group or private training
[Pricing — Book a consultation to discuss]
Important: AI is a productivity tool, not a replacement for professional advice.
AI tools can support productivity, but they should not replace professional judgement, registered tax advice or human review. Ibex Tax Consultants' AI training focuses on practical workflow improvement, safe prompting, document organisation and staff productivity. Clients should not upload confidential tax, payroll or client-identifiable information into public AI tools unless they have appropriate privacy, consent and security controls in place.
Frequently asked questions about AI training.
Ready to train your team to use AI safely and practically?
Book an AI productivity consultation with Ibex Tax Consultants and find out which training format suits your team.