AI for Practice Workflow and Client Service

Run a bookkeeping or accountancy practice with AI in the workflow: onboarding, deadlines, client communication, pricing and quality control. Every module contains original written notes, a tutor-voice classroom transcript, a practical activity with a worked solution, mock questions with explained answers and a marked assignment. Written and owned by Mai Studies. This is a professional completion programme, not a regulated qualification.

6 weeks 30 guided hours Advanced

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No account needed to buy. Pay with your card and we create your student account from the email you enter, with this programme ready inside it for twelve months.

AI for Practice Workflow and Client Service course artwork

What you will achieve

Map and automate a client onboarding journey
Use AI drafting for client communication safely
Build quality control that catches AI errors
Price and scope work with automation in mind

Entry guidance

— Some day-to-day experience of finance or bookkeeping work
— No coding or technical background needed
— Around five study hours each week

Original Mai Studies learning material. This is a professional completion programme, not a regulated qualification or university accreditation.

Programme syllabus

4 applied modules

Lessons: 4
Assessed tasks: 4
Practice questions: 8
Timed mock papers: 0

Mapping the client journey

Seeing the work as a process.

1 lesson · 2 practice questions · 1 assessed task

1. Mapping the client journey21 min study · 3 learning objectives · practical activity
Seeing the work as a process.

Assignment: Mapping the client journey — marked out of 100, pass at 80%

Onboarding and deadline control

Starting clients well and never missing a date.

1 lesson · 2 practice questions · 1 assessed task

1. Onboarding and deadline control21 min study · 3 learning objectives · practical activity
Starting clients well and never missing a date.

Assignment: Onboarding and deadline control — marked out of 100, pass at 80%

AI drafting in client communication

Using drafting help without damaging trust.

1 lesson · 2 practice questions · 1 assessed task

1. AI drafting in client communication38 min study · 3 learning objectives · practical activity
Using drafting help without damaging trust.

Assignment: AI drafting in client communication — marked out of 100, pass at 80%

Quality control and pricing

Protecting margin and standards together.

1 lesson · 2 practice questions · 1 assessed task

1. Quality control and pricing21 min study · 3 learning objectives · practical activity
Protecting margin and standards together.

Assignment: Quality control and pricing — marked out of 100, pass at 80%

Lesson pages, assessed tasks and mock papers open the moment you join this programme. Teaching material is studied online; the notes you write are yours to download.

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