AI Use Policy Template for Accounting and Bookkeeping Firms (Word, Excel, PDF)

Your team is probably already using AI tools, often through personal accounts and features that appeared inside software you already pay for. This kit gives a small bookkeeping or accounting firm a short written AI-use policy, a tool register and simple checklists, so you can set clear rules in about 30 minutes and keep them up to date.

WHAT YOU GET (3 files)

• A 10-page PDF: the full policy text, a red/amber/green guide to what information can go into which tool, vendor questions to ask before approving a tool, pre-use and post-use checklists, a monthly review, sample client wording and an incident process
• An editable Word (.docx) version of the policy with placeholders for your firm details, plus client wording and an incident process
• An Excel workbook with a tool register (drop-down lists), pre-use checklist, AI use log, monthly review and incident log

WHO IT IS FOR: solo bookkeepers and small firms who want a written AI policy without starting from a blank page, including firms with juniors, VAs or offshore teams.

WHO IT IS NOT FOR: anyone looking for legal, tax, accounting, privacy or compliance advice. This is a template, not suitable on its own for large or regulated firms that need a bespoke, legally reviewed policy.

IMPORTANT

• This is a starting template, not legal advice. Laws and professional rules differ by country and change. Have a qualified professional in your jurisdiction review the policy before you adopt it. This kit has not been reviewed by a lawyer or accountant.
• Using this kit does not make a firm compliant with any law, regulation, professional standard or client contract.
• No AI vendor is named, rated or recommended. Sample client wording should be reviewed by your own adviser.
• Created with AI assistance and reviewed and edited by Daywell Paper Studio. Not affiliated with or endorsed by any professional body, regulator or AI vendor.
• Needs Word (or a compatible editor), Excel (or a compatible spreadsheet application) and a PDF reader.

LICENCE: one firm. You may adapt the policy, register and checklists for your own firm and its staff. Please do not resell, share or redistribute the files.

SUPPORT: daywellpaperstudio@gmail.com (replies within 2 business days).