Claude AI training for accounting and advisory firms
An accounting and advisory firm answers the same client questions every day and writes many emails and summaries. Claude AI helps draft those texts faster and organize regulatory updates, while the advisor continues to validate every figure.
5 concrete use cases
Each use case is developed in the workshop using your own documents.
- 1
Client emails
Claude drafts clear emails to request documents, explain a deadline or notify about a request. You provide the facts and it adapts the tone for each client.
Example prompt Draft an email to a self-employed person requesting the missing expense invoices for the quarter, clearly explaining why we need them before submitting form 303.
- 2
Summary of tax documents
Claude summarizes a long document into key points and highlights what needs to be checked. The summary is a working draft, never a final conclusion without review.
Example prompt Here is a 5‑page tax authority request. Summarize it in 10 lines: what is requested, amounts mentioned, response deadline and documents the client must provide.
- 3
Regulatory updates
Claude helps summarize and classify the texts you select. You then share a clear internal memo with the team.
Example prompt Using these 3 articles about Verifactu that I paste here, draft a one-page internal memo: what changes, which clients are affected and what actions the firm should prepare.
- 4
Closing checklists
Claude creates a closing checklist tailored to each client type based on your procedures. The whole team works with the same method.
Example prompt From our internal procedure, create an annual closing checklist for a service SL, organized by phases, with a responsible person and the documents to be collected.
- 5
Answers to frequently asked questions
Clients repeat questions about deductible expenses, deadlines or supporting documents. Claude prepares reliable responses based on your own internal reference sheets.
Example prompt A client asks whether a meal with a potential client can be deducted. According to our attached internal reference sheet, draft a simple 5-line response listing the requirements.
What the training includes
Assessment
A conversation to identify the tasks where Claude will save your team time and set priorities.
Team training
Hands-on workshops using your real cases: craft effective prompts, review results and understand limitations.
Claude configuration
Creation of your Projects, custom instructions and industry-ready templates.
Follow-up
Regular sessions to answer questions, adjust templates and consolidate new habits.
Formats and pricing
Workshop
Half day or full day
A practical training to make the team self-sufficient in the essential uses of Claude in your sector.
€890 excl. VAT half day · €1,490 excl. VAT full day
Up to 12 participants, on site in Madrid or online.
- Most popular
Turnkey Claude deployment
Assessment, training and configuration
Assessment, team training and full Claude configuration: Projects, instructions and industry templates.
From €3,600 excl. VAT
Up to 5 users, then €150 excl. VAT per additional user. Diagnostic, setup, 2 workshops and documentation.
Monthly follow-up
Ongoing support
A monthly session to adjust templates, train new hires and explore new uses.
€590 excl. VAT / month
3-month commitment, then cancel any time.
Not sure yet? Book a 60-minute consultation (€120 excl. VAT), deducted from your deployment if signed within 30 days. Or start with the free 30-minute diagnostic. Book the diagnostic
Your trainer
Thierry Gustin
- Author of the Amazon bestseller 'The Claude AI Bible', translated into several languages
- 31,700 followers on LinkedIn
- Creator of two SaaS companies
- 10 years of experience in SEO
Frequently asked questions
How to use AI in an accounting firm?
AI is used to draft emails, summarize documents, organize regulatory updates and prepare checklists. Claude produces the initial draft, the technician reviews it and the advisor validates it. Figures and conclusions remain the firm's responsibility.
¿Es seguro Claude AI para los datos de los clientes?
Claude se puede usar con seguridad si eliges el plan adecuado y fijas normas claras. Según las condiciones de Anthropic, las conversaciones de los planes profesionales (Team, Enterprise) no se usan por defecto para entrenar los modelos. En la formación definimos qué se puede compartir, en especial your clients' tax, labor and accounting data, y cómo anonimizar el resto.
¿Cuánto tiempo se tarda en formar a un equipo?
Con un taller de media jornada o una jornada el equipo ya es autónomo en los usos esenciales. El despliegue completo (configuración de Claude, plantillas del sector) se hace después en pocas semanas según el tamaño del equipo. El seguimiento mensual consolida las prácticas.
Can Claude handle my clients' accounting?
No: Claude is not an accounting program and does not file taxes. It assists with everything written around accounting: emails, summaries, memos and procedures. It does not replace your software or professional judgment.
¿Hacen falta conocimientos técnicos?
No, no hace falta ningún conocimiento técnico. La formación parte de vuestras tareas diarias y se hace en la interfaz de Claude, sin programar. Si sabes escribir un correo, sabes usar Claude.
¿Claude o ChatGPT para accounting and advisory firms?
Los dos sirven, pero Claude destaca en la redacción cuidada, el análisis de documentos largos y el trabajo con Projects. Por eso la formación se centra en Claude para accounting and advisory firms. Si tu equipo ya usa ChatGPT, los métodos que enseñamos también se aplican.
Is AI reliable for following tax regulations?
AI is reliable for summarizing the texts you provide, not for deciding which regulation applies. You learn to give it verified sources, ask it to indicate what it does not know, and check every point before sharing it.
¿Cuánto cuesta la formación?
El precio depende del formato: taller, despliegue llave en mano o seguimiento mensual, detallados en la sección Formatos y tarifas. El diagnóstico gratuito de 30 minutos sirve para elegir el formato adecuado antes de comprometerte. La formación puede bonificarse a través de FUNDAE según el proyecto.
Let's talk about your team
In 30 minutes we will identify the initial Claude use cases that are useful for your business.