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The AI Efficiency for Accountants Newsletter V1 E3 by Marcie D Terman | Business Development Director 24 August, 2026 Turning accountancy practice...

In the first issue of AI Efficiency for Accountants, I used Making Tax Digital as a practical example of how AI and automation could remove a great deal of repetitive work from an accountancy practice.
MTD gives us a contained problem to solve. Information has to be collected, checked, chased, organised and submitted within a defined time frame and process. That makes it an excellent pilot project for improving the way information moves through an accountancy practice.

The major accounting platforms have introduced useful tools to help practices manage the process. But there is a big difference between a system saying, “Your quarterly records are incomplete,” and telling a client, “We’ve received your April and May bank statements, but June is still missing.”