01 / LEARN
Accountancy AI Academy
Partners, managers and staff learn source-grounded technical research, safe client-file use, verification, review and escalation.
View curriculumCaldr Accountancy AI / Train + Build + Operate
Make the firm’s technical knowledge queryable.
Train your team to use AI safely, then turn approved technical guidance, tax notes, process manuals, checklists and internal know-how into a source-grounded knowledge environment your staff can interrogate with evidence.
• Source-led answers• Partner review gates• Client-controlled data environment
What is our review process when a property company acquires a mixed-use building?
The internal property-tax workflow requires an acquisition review across transaction structure, capital-allowance opportunity, VAT position, financing treatment and supporting evidence before the file is signed off.
Property Tax Playbook §3Acquisition Review Checklist v5
5review areas
2named sources
1partner gate
THE MODEL
Learn it. Build it. Operate it.
The academy trains the team. The implementation turns the firm’s technical material and working methods into a usable knowledge layer, with clear ownership, source dates and review boundaries.
02 / BUILD
Practice Knowledge Desk
We map technical sources, processes, roles and recurring questions, then configure the approved knowledge environment.
See implementation03 / OPERATE
Ongoing AI Practice Desk
Source refreshes, query libraries, failure reviews, staff coaching and new workflow design as the practice evolves.
See operating modelPRACTICE AREA EXAMPLES
Built around real accountancy work.
Organise the desk around recurring client questions, technical positions, workflow checkpoints and evidence requirements — not around generic AI features.
Tax AdvisoryInternal technical notes, relief checklists, transaction review points, evidence requirements and escalation triggers.
Accounts ProductionFile completion standards, disclosure checklists, review notes, recurring adjustments and client-information gaps.
Audit & AssurancePlanning procedures, evidence conventions, issue escalation, review points and internal methodology.
Property & Capital AllowancesAcquisition reviews, qualifying expenditure logic, source evidence, claim workflows and specialist referral points.
CONTROL FIRST
Client data stays in the firm’s approved environment.
The public Caldr site provides training and demonstrations. Production client records, working papers and confidential tax data belong inside the firm’s selected Google Workspace / Google Cloud controls, subject to its own professional, contractual and information-security obligations.
Practice-owned sourcesApproved manuals, tax notes, checklists and client-file knowledge remain under the firm’s own access model.
Role-led accessPartners, managers and staff can be given different access by team, service line or client boundary.
Evidence before answerUsers are trained to verify technical outputs against cited source material and current authority.
No autonomous filingThe first release is a research, review and drafting desk — not an autonomous tax filing or client-advice engine.
Named review ownerEvery high-consequence workflow includes a human reviewer and an explicit stop condition.
Source freshnessTechnical material carries owner, review date and version status so obsolete internal guidance can be retired deliberately.
Founder-led where commercial judgement matters.
Nick’s voice opens the modules on the operating boundary, “Ask Your Practice” and the implementation blueprint. Technical procedure stays shorter, screen-led and source-focused.
NICK'S VOICE · SELECTED MODULES
COMMERCIAL OFFER
Training gets adoption. Implementation creates the value.
Start with a team pathway, then scope one service line for a controlled knowledge-desk pilot.
Accountancy AI Academy
- Partner and staff foundation training
- Six practical modules
- Technical research and verification exercises
- Client-file boundaries and escalation
- Implementation readiness assessment
Practice Knowledge Desk Implementation
- Technical source inventory
- Service-line information architecture
- Role and access design
- Priority-query library
- Regression testing and governance pack
- Staff launch and ongoing optimisation
Turn technical know-how into an operating asset.
Start with one service line, prove that answers are useful, sourced and properly reviewed, then expand across the practice.