Stop chasing clients for paperwork.
Practical AI workflows for Australian accountants and bookkeepers. Client emails, document chasing and report commentary, built so client data stays safe.
Practices using AI say it saves them about 8 hours a week (Xero survey of 524 Australian practices, an estimate, not a promise).
Write a document-chase email in under a minute
Free. Runs on this page. Nothing you type is sent anywhere.
This is 1 of 5 workflows in the accountants track. Hold a founding spot
The five workflows
- Document chaseThe email above, plus polite reminders on a schedule you set.
- Client query repliesFirst drafts of routine answers. You check and send.
- Ruling summariesPlain-English notes on new ATO and TPB material.
- Reconciliation notesTidy explanations of exceptions for your files.
- Report commentaryA first draft of the story behind the numbers.
Every workflow includes a client-consent step and a remove-the-names step, in line with the Tax Practitioners Board's guidance on AI.
A note from Tony
I spent years as an insurance broker, so I know what it's like when the paperwork never stops and the client still needs an answer by Friday.
Today I build AI tools for small businesses through Bailey Code. This academy is the bit I wish someone had handed me: one job at a time, in plain English, set up in your practice, with the confidentiality rules built in.
If you reserve, you'll hear from me personally. If something here doesn't make sense, tell me and I'll fix it.
Reserve a founding spot
Normal price A$39. Your founding price stays the same for as long as you stay a member.
- Free to reserve. No card today.
- Doors open early December 2026. You decide then, with the full terms in front of you.
- Changed your mind? Reply to any email and your spot is gone, no questions.
What happens next
- Today. Your spot is held.
- Within one business day. A personal welcome from me, not a robot.
- Early December 2026. Doors-open email with the terms and price. You choose.
Fair questions
Do I need to pay for ChatGPT or Claude?
No. The workflows work with the free versions. Paid versions are faster but optional.
Is it safe to use AI with client information?
Only if you do it carefully. Every workflow shows you how to remove names and details first, and how to ask clients for consent. Never paste tax file numbers or bank details into an AI tool.
What do I get for A$29 a month?
The five workflows above, step by step, new ones as they're added, and help from me when you get stuck. It isn't CPD-approved.
What if it isn't for me?
Reserving is free and you can cancel the reservation any time. Once doors open, members can cancel online whenever they like.