Accounting and bookkeeping
The Tax Practitioners Board’s AI guidance (July 2026) keeps you accountable for what AI produces and for client confidentiality.
Source TPB(GS) 55/2026
SERVICES / AI SAFE-USE SETUP
AI Safe-Use Setup
For owner-led firms of 5–50 people that handle client or patient information.
Your team is probably already using AI. Over about 4–6 weeks we put clear rules, checks and training in place. You’ll know which tools are allowed, what information can go in and how the output gets checked, and it will be written down.
01 / WHAT YOU GET
Five things, written down
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An AI tool and data inventory
A short staff survey (anonymous for teams of 10 or more) and a 30-minute conversation with you about which tools, which information and which settings.
We look at the tools, never at client, patient or matter files.
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A one-page AI use policy
Written to your profession’s guidance, so your team knows which tools are allowed, what information can go in and how the output gets checked.
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Plain-English draft wording
For client consent, engagement letters or your privacy notice, for your lawyer to finalise. We don’t give legal advice.
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A 3-hour hands-on session for your team
Built around your team’s real tasks, using made-up or de-identified examples: what’s safe, how to brief AI, how to check what comes back, and when not to use it. In person in Greater Sydney, or online.
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A 45-minute follow-up clinic
Two to four weeks after the session, plus a one-page note on what’s working and what to fix.
Not included: legal advice, building tools, system configuration and ongoing support. Each is available separately.
02 / WRITTEN TO YOUR PROFESSION’S GUIDANCE
What your regulator already expects
Your policy is written to the guidance that applies to you, and mapped to the government’s six AI practices.
Health
RACGP asks practice owners who use AI scribes for a policy, an updated privacy policy and staff training. Ahpra keeps every practitioner accountable for the AI they use.
Pharmacy
The PSA Code of Ethics (July 2026) makes pharmacists accountable for using digital tools such as AI appropriately, and for protecting confidential information on them.
Source PSA Code of Ethics
Legal
The Law Society of NSW’s guide (January 2026) says principals should have policies and procedures for how their people use and supervise AI. Practice Note SC Gen 23 restricts what can go into AI tools.
Source Law Society guide · Practice Note SC Gen 23
Finance
From 10 December 2026, privacy policies must describe automated decisions that significantly affect people.
Source OAIC APP 1 guidelines
Everyone else
When staff paste client information into free AI tools, you have a data problem you can’t see.
Every policy is also mapped to the National AI Centre’s Guidance for AI Adoption: its six practices on accountability, impacts, risks, sharing information, testing and monitoring, and human control. Mapped to, not endorsed by.
03 / HOW IT RUNS
About 4–6 weeks, start to finish
You approve each draft before your team sees it. The only time your team gives is the 3-hour session and a short survey.
A 20-minute call, then a one-page written scope and price. 50% books your session date.
The staff survey and a 30-minute conversation with you about tools, information and settings.
Your one-page policy and draft consent wording, ready for your review and your lawyer.
Your team’s 3-hour hands-on session. The remaining 50% is due on the day.
A 45-minute follow-up two to four weeks later, and a one-page note on what to fix.
04 / WHY US
Built by someone who has done the work
CASE STUDY
We built a BAS check for a Sydney accounting practice where the AI never does the arithmetic. Code calculates, AI explains, and the accountant decides.
Read the case study →CLIENT
“The result felt practical, credible, and easy for our Strategy and Commercial teams to adopt.”
Ahmed Khan, Strategy & Performance Manager, UNiDAYS
THE FOUNDER
Ossama Mughal spent 10+ years delivering data science, automation and enterprise technology programs across major Australian banks, federal government and regulated environments.
Meet the founder →AI-assisted, human-verified
We draft with AI, and Ossama checks every fact and citation against its source. Every deliverable says so.
Only need a policy document?
An online law firm will draft one for about A$250–2,500, and free templates exist. We do the part a template can’t: find out what your team actually uses, decide what’s allowed, map it to your regulator and to the government’s six AI practices, and train the team.
05 / CHECK US BEFORE YOU BOOK
What you can verify today
We’re a new firm, so here is what you can check for yourself before a call.
- A named case study. What we built for a Sydney accounting practice, what it does and what is still unproven. Read it.
- Our ABN: 48 820 892 267. Look it up on the ABN register.
- A written scope before you pay. What’s included, what isn’t and the price, on one page.
06 / QUESTIONS
Before you book
After the Setup, Reality Check Lite is the next step if one workflow looks worth testing. Only need team training? See team learning.
Will you see our client, patient or matter files?
No. We look at the tools your team uses and how they’re set up, never at client, patient or matter files. The hands-on session uses made-up or de-identified examples.
Is the consent wording legal advice?
No. It’s a plain-English draft for your lawyer to finalise, and every document says so. We don’t give legal advice.
Is this approved by a regulator or the government?
No. It’s written to your profession’s guidance and mapped to the government’s six AI practices. Mapped to, not endorsed by.
We already have a policy. Is this still useful?
Possibly not all of it. If your policy is current and your team already knows how to use and check AI, the hands-on session may be all you need. Tell us on the call and we’ll say so.
What does it ask of us?
About two hours of your time, plus your team’s 3-hour session, the staff survey, and a room and a screen if we’re there in person.
NEXT
Know which tools are allowed, what can go in and how it gets checked. In writing.
A 20-minute call to see whether the Setup fits. We reply within one working day.