Make Copilot Actually Work for Your Practice

Pre-Recorded - Watch on Demand

1 x CPD point

You have Copilot. Now use it properly. Microsoft Copilot is already built into the tools your firm uses every day, yet most accountants barely scratch the surface. This practical 60-minute session shows you how to put it to work on the tasks that actually eat your time.

In this webinar you will learn how to:

• Draft, summarise and refine client correspondence and reports in a fraction of the usual time
• Use Copilot safely and confidentially within an accounting practice, with the guardrails that matter
• Turn long email threads, working papers and meeting transcripts into clear, useable summaries
• Build simple prompts and habits that save hours across a typical working week

Who it is for: accountants and practice staff who already have access to Microsoft Copilot (or are about to) and want to get real, practical value from it rather than letting it sit idle.

Recording will be available in your library after the live event.