Business · Intermediate
Put AI to work in your tax function, step by step
Four practical sessions on using AI for internal documents, contract analysis, management decisions and your own task-specific AI agents.
- 4 practical sessions
- Real tax-function scenarios
- No programming required
- Lifetime access
- 14-day refund policy
Why the tax function needs a working AI routine
Tax leaders carry an unusual mix of duties. You write internal policies, review contracts, follow changing legislation, answer the board, prepare for audits and still need time to think about strategy. Most of this work is text, and text is exactly what modern AI tools handle well, yet many tax teams still use them only for the occasional question.
The gap is rarely about the tools. It is about knowing what to ask, how to give the assistant enough context, how to check what comes back and where not to trust it at all. Without a method, results are inconsistent, and a few disappointing attempts are enough to put people off.
This course closes that gap with a practical approach. Instead of a general tour of artificial intelligence, it follows the real tasks of a head of tax: building regulations and checklists, structuring a complicated situation, preparing a position for management, and keeping an eye on legislation.
By the end you will have a repeatable way of working with AI that saves hours each week and leaves you more time for the decisions that really need an experienced professional.
What you will be able to do
- Draft internal regulations from scratch
Turn a blank page into a structured policy ready for review.
- Build practical checklists and procedures
Create working tools for your team's recurring processes.
- Analyse contracts with AI support
Pull out the tax-relevant points and organise them clearly.
- Structure complex tax situations
Order scattered facts into a clear picture you can work with.
- Prepare a position for senior management
Turn analysis into a short, well-argued message for decision makers.
- Prepare for negotiations and inspections
Use AI to anticipate questions and test your arguments.
- Support difficult decisions
Use AI as a sounding board while you keep the final judgement.
- Create your own AI agents
Set up assistants that monitor legislation and analyse documents.
- Automate routine tasks without coding
Hand repetitive steps to a configured assistant.
- 4
- practical sessions
- 4
- modules in the programme
- 13
- lesson topics
- 0
- lines of code required
A course built around real working tasks
Each session is organised around a kind of task that tax professionals meet every week, not around a tool or a feature list. You start from the job to be done, see how an AI assistant can take part in it, and then practise the approach on material similar to your own.
This matters because the tools change quickly, while the tasks stay the same. A method for writing a good brief, supplying context, asking for a structured answer and verifying the result will keep working even as the products on the market evolve.
Throughout the programme the emphasis is on professional responsibility. AI can speed up drafting and analysis, but it can also produce confident mistakes. The lessons show how to check outputs, which information to keep out of public tools and where human review is not optional.
How the course works
The programme is delivered online in four practical sessions, each focused on one area of the tax director's work. You follow them in order, because every session builds on the habits and prompts developed in the previous one.
Every topic is taught through worked examples rather than theory. You see the task, the way it is set up for the assistant, the first result, and how it is improved through follow-up instructions. You are encouraged to repeat each exercise with your own non-confidential material.
No technical background is needed. Everything is done through ordinary interfaces and plain-language instructions, and the last session shows how to create your own assistants without writing code. Plan roughly one or two focused hours per session plus time for your own practice.
The programme
Four modules, each built around a practical area of the tax director's role.
1Module 1 — Regulations, policies and checklistsCreate internal documents with AI instead of starting from a blank page.3 lessons
- Briefing an AI assistant for a tax document
- Drafting a regulation or policy from scratch
- Turning a policy into a practical checklist
2Module 2 — Contracts and tax situationsOrganise information and build a position for management.3 lessons
- Extracting tax-relevant points from a contract
- Structuring a complex tax situation
- Preparing a position paper for senior management
3Module 3 — AI as a management assistantUse AI to prepare for negotiations, inspections and tough decisions.3 lessons
- Preparing for a negotiation or a tax inspection
- Testing arguments and anticipating counter-questions
- Supporting a difficult decision without handing it over
4Module 4 — Your own AI agentsSet up task-specific assistants without programming.4 lessons
- What an AI agent is and what it can do for tax work
- Setting up an agent to monitor legislation
- Setting up an agent to analyse documents
- Automating a routine task and checking its results
What you get
- Four practical sessions
Each one centred on a core area of the tax function.
- Worked examples
Real task setups you can adapt to your own work.
- Reusable instruction patterns
Approaches for briefing an assistant that you can use again and again.
- Guidance on checking AI output
A clear routine for verifying results before you rely on them.
- A path to your own AI agents
Step-by-step help to set up assistants without coding.
- Lifetime access
Return to the lessons whenever you need them.
- 14-day refund policy
Try the course and ask for a refund within 14 days if it is not right for you.
Is this course for you?
This course is for you if…
- Heads of tax and tax directors who want to bring AI into their daily routine
- Tax advisers and in-house lawyers who draft documents and analyse contracts regularly
- Accountants and finance managers who handle tax questions and want to save time
- Anyone leading a tax team who needs a clear, safe method for working with AI
Probably not a fit if…
- Readers looking for an introduction to taxation itself; the course assumes you already work with tax topics
- Those who want a technical course on programming or machine learning
- People hoping AI will replace professional judgement or legal review
After the course
You will have a working routine instead of occasional experiments. A first draft of a policy, a checklist or a contract summary takes a fraction of the time it used to, and you know how to review it with a critical eye.
You will be able to walk into a negotiation, an audit conversation or a board meeting better prepared, having used AI to test your arguments and anticipate questions.
Finally, you will have at least one assistant of your own set up for a recurring task, and the confidence to build more as new needs appear. The time you save goes back to analysis, strategy and conversations that need your experience.
Questions before you buy
How much time do I need per week?
Plan about one or two hours for each session, plus whatever time you want to spend repeating the exercises with your own material. You can go faster or slower, since you control when you study.
Do I need any prerequisites?
You should already work with tax topics in some way. No technical or programming skills are required, and you do not need prior experience with AI tools.
How does access work after payment?
Once your payment is confirmed you receive access to the course in your account and can start straight away. You can study in any order of convenience, although following the modules in sequence works best.
What is the refund policy?
You can ask for a refund within 14 days of purchase if the course does not meet your expectations.
What format are the lessons in?
The lessons are delivered online and are built around practical demonstrations and exercises, supported by course materials.
Will the material stay available?
Yes. Your access does not expire, so you can revisit any lesson whenever you need a refresher.
Do I need to write code to create AI agents?
No. The final module shows how to set up agents through ordinary interfaces and plain-language instructions.
Is it safe to use AI with confidential tax information?
The lessons stress careful handling of data. You practise on non-confidential or anonymised material and learn which information should never be entered into public tools.
Start building your AI routine
Four practical sessions, lifetime access and a 14-day refund policy.