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Free resources, with no sign-up, for a UK practice working out its position on AI: an AI-use policy template, a shadow-AI checklist, a reviewer checklist and three worksheets, built from published UK professional and regulatory guidance.
Free resources
AI-use policy template for UK practices
A working structure a partner can adapt: what confidential information must never go into a public AI tool, who signs off, what gets logged, and why. Each section points to the professional and regulatory source behind it.
Shadow-AI visibility checklist
A practical checklist for finding out which AI tools are already in use across the practice, before writing a policy for tools nobody has listed.
Downloads
Free to download and adapt, with no sign-up.
AI-use policy template (editable)
The nine-section policy with its sources, as plain text you can open in any word processor and edit.
Markdown text · ai-use-policy-template.md
Shadow-AI visibility checklist (editable)
The five-part checklist as tick boxes, with the evidence and its limits.
Markdown text · shadow-ai-checklist.md
AI-tool inventory worksheet
One row per tool: who uses it, what for, what the terms say and the practice's decision. Opens in Excel or Numbers.
CSV spreadsheet · ai-tool-inventory.csv
MTD for Income Tax cohort-readiness worksheet
Track which clients are in scope, their records and each cumulative quarterly update, by internal reference only.
CSV spreadsheet · mtd-cohort-readiness.csv
Reviewer checklist for AI-prepared work
What to check before AI-prepared work goes to a client or HMRC: the right job, the figures, the words and the release.
Markdown text · ai-output-reviewer-checklist.md
Partnership discovery worksheet
List the five jobs your team repeats most, how often, who checks them and which touch client data. Describe the work only.
CSV spreadsheet · partnership-discovery-worksheet.csv
Update notices
Questions partners ask
Frequently asked questions
Is Cast & Rule an accountancy firm?
No. Your firm keeps the client relationship, the professional judgement, the tax treatment and the sign-off. Cast & Rule builds and runs the systems that support that work, alongside the ledger and practice software you already use.
Can our staff send client data to a cloud AI through Cast & Rule?
Cast & Rule sends work to a cloud model only when your firm's rules allow it for that task and that person, after names and tax references are swapped for placeholders on your own machine. Tools outside Cast & Rule, such as a browser on a staff laptop, stay under your own policy and IT settings, and our AI-use policy template helps with those.
Can we prove nothing left the building?
Yes. For any period, the no-cloud report lists every AI run, where it ran and what left the machine through Cast & Rule, and you check it without asking us. With cloud AI switched off, it shows no cloud calls at all.
Who controls what the AI is told to do?
Your firm decides what may run and for whom. The tasks themselves are built, signed and versioned by us, so neither your staff nor anyone else can quietly change what the AI is told to do; your practice adjusts only the settings we allow, and each change is recorded. We found no competitor offering tasks that are maintained centrally and extended for each firm (as of September 2026).
What happens when an AI model changes or is withdrawn?
Nothing changes without you. Each task is tested against named model versions, and a new version installs only after you've tried it on your own machine and approved it. If a cloud model is withdrawn, the task carries on with the tested model on your hardware. We found no competitor offering upgrades that you test on your own machine and that install only when you approve them (as of September 2026).
Could one client's information turn up in another client's work?
No. Each client's records sit in their own encrypted store, with their own key, and each piece of work reads from one client only. Delete a client's key, including its backed-up copies, and their store can no longer be read.
Can we tell what the AI did from what our people did?
Yes. The Ledger marks every change as made by a person or by the AI, with the task, its version, the model and the documents it changed. Each entry is locked to the one before it, so a later change shows up.
Who signs the work off?
A named partner. The machine's work ends once it's prepared, and Cast & Rule holds it there until a partner rules on it.
How do we start?
With a six-week pilot of one workflow at your practice, supervised and measured before and after, with a written exit.
One practice first
Start with one workflow, over six weeks, with us alongside
For a UK practice of 5 to 20 staff, with a partner who'll own the review. We run one workflow, measure it before and after, and agree in writing how it ends. Send an enquiry or email us today.