AI training for tax advisers and accountants
AI training for tax and finance professionals in the Benelux: ChatGPT and Copilot for research, advice memos and client communication. In-house or online.
- Format
- Half day (4 hours) or Full day (8 hours)
- Level
- Foundation to advanced
- Audience
- Tax specialists, tax advisers, accountants and finance professionals
- Location
- In-house or online
- Language
- English (Dutch on request)
Trusted by, among others
Learn to use ChatGPT and Microsoft Copilot safely in tax and financial practice: for tax research, advice, memos and client communication. Hands-on, in-house or online, no technical background needed. This is our Advanced training, tailored to tax advisers and accountants.
A tax adviser has a ten-page advice memo and a client who wants an answer today. Where does AI help here, and where are you taking a risk? You find out during the training, using real cases from your own practice. We offer the same format tailored to notaries and lawyers.
Your trainers: Vikaash Koeldiep MSc, Tim Goudriaan and Diederik Stolk MA.
AI in tax and financial practice
You learn not only what ChatGPT and Microsoft Copilot can do, but above all how to use them safely in your daily work. Don’t expect a theoretical lecture. This is a practical session where you do the work yourself.
By default we work with ChatGPT and Microsoft Copilot. On request we also look at other models, such as Claude, Gemini, Mistral or Perplexity. That way the training fits the systems your firm uses.
Working safely and the duty of confidentiality
In tax and financial services, care counts twice. You learn which client data you can and cannot enter, and how to work without confidential data leaking out. AI sometimes sounds convincing and is still wrong: think of invented case law or outdated rules. You learn to always trace output back to a reliable source. And because language models are strong with text but not with exact figures, you see where AI helps and where you keep doing the work yourself.
The EU AI Act requires organisations across the EU to take measures to build their staff’s AI literacy. Our training is designed as exactly such a measure. For broader compliance, our EU AI Act compliance consulting can help. For work in Excel, there is our training Microsoft Copilot in Excel for finance professionals.
Part of the learning path
All our programmes can be taken on their own or as a learning path. This advanced training builds on the foundation of AI literacy. Want to embed AI structurally in your firm? Then our AI Way of Working is the natural next step. Introducing AI more broadly than training alone? See our AI consulting for organisations.
Training credits
The training may qualify for CPD or professional education points. We are not accredited and do not award points ourselves. Get in touch and we will help you look into registration and possible funding.
Further reading
What you will learn
- You apply ChatGPT and Microsoft Copilot safely to tax work, always checking for accuracy.
- You write effective, reusable prompts with our five-step model.
- You know which information can and cannot go into an AI tool, with your duty of confidentiality in mind.
- You use AI for tax research, advice, document review and client communication.
- You understand where AI is strong with text and where it fails on calculations and current legislation.
How the training is structured
Indicative structure for a half day or full day, in-house or online
-
Introduction and AI basics
30 minWhat can generative AI do, and what can't it?
- How ChatGPT and Copilot work
- Where AI is strong and where it is not
- Starting safely within your duty of confidentiality
-
Effective prompting
45 minThe five-step model in practice
- Persona, Task, Context, Criteria, Output
- Reusable prompts for recurring tax work
- Assessing output critically for accuracy
-
Advice and documents
60 minAdvice, memos and correspondence
- Drafting tax advice and memos faster
- Checking standard texts and letters
- Rewriting complex material in clear language
-
Tax research and analysis
60 minLegislation, case law and document review
- Exploring legislation and regulations faster
- Searching and summarising long documents
- Checking sources and case law for accuracy
-
Confidentiality and governance
45 minWorking safely and responsibly
- Which client data you do and don't enter
- Working without confidential data leaking out
- EU AI Act and AI literacy
-
Applying it to your own work
60 minWorking on your own cases
- Working out your own use cases
- Building a personal prompt set
- Next steps for your firm
Where AI helps
Tax research
Explore legislation, case law and regulations faster as a starting point, always with a check for accuracy.
Drafting advice and memos
Write and sharpen tax advice, memos and notes faster.
Client communication
Explain complex tax matters to clients clearly and understandably.
Document review
Search and summarise long documents and files, and find the relevant passages.
Correspondence and email
Draft emails and standard letters faster and check them for tone and accuracy.
Meeting notes
Turn notes from client meetings into a clear report.
Training tailored to your organisation
We are happy to build a programme that fits your practice, team and learning goals. Fill in the form and we will schedule an introductory call within one working day.
-
Fully tailored
Content and examples matched to your sector, team and way of working.
-
At your offices or online
4 or 8 hours, groups of up to 20 participants, in English or Dutch. Anywhere in the Benelux.
-
Proof of attendance
Attendance is registered; for legal training, CPD points may be possible.
Our method: the five-step prompting model
In every training you work with our five-step model. It helps you write prompts that are reliable, repeatable and directly usable in your own work.
- P
Persona
What role and tone do you give the AI?
- T
Task
What task? Concrete and clearly scoped.
- C
Context
What background and sources are relevant?
- C
Criteria
What must the result meet?
- O
Output
In what form do you want the answer back?
What you receive
After this training: badge and certificate
You complete this training with the Awareness Badge. Want your AI literacy formally and independently recognised as well? Then you take an exam for the accredited certificate of the Stichting ter bevordering van AI-Geletterdheid (Foundation for the Promotion of AI Literacy).
- Awareness Badge included
- Prepares for SAIG-Practitioner
Awareness Badge
Every participant receives the digital Awareness Badge afterwards. No exam needed.
Official certificate
Have your knowledge tested at Basic, Practitioner or Advanced level. Administered independently on the assessment platform of the Stichting ter bevordering van AI-Geletterdheid.
Training in action
From in-house workshops to keynotes for hundreds of participants
Frequently asked questions
Can AI do tax calculations?
To a limited extent. Language models are strong with text and language, not with exact calculations. In the training you learn where AI is and is not reliable for tax work.
Can a tax adviser use AI with client data?
Only with care. Never enter confidential client data into a public AI tool. In the training you learn to work safely.
Does AI use in tax practice comply with the EU AI Act?
Since 2025 the AI Act has set requirements for AI literacy. Our training helps you meet them. For broader compliance, there is our EU AI Act compliance consulting.
How many participants can take part?
A group usually has 6 to 30 participants. With more than 15 participants we bring two trainers, so everyone gets enough personal attention.
Do I need any prior knowledge?
No. The training requires no technical background. We do ask you to create a ChatGPT account before or during the training.
Ready for this training?
Request an in-house training, or start with a no-obligation introductory call.
Prefer email? secretariaat@adviesentraining.ai