Products › PRACTICE OPERATIONS SYSTEM
Client Onboarding, Engagement Letters, and AML Notes. 3 Minutes Each.
6 specialist AI workflows for running your practice — from onboarding checklists to fee proposals. Built around AAT, ICB, and ACCA professional standards.
One-time payment · Lifetime access
Get PRACTICE OPERATIONS SYSTEM — £27Secure checkout · VAT invoice · Instant portal access
Or get all 5 modules:
Complete Toolkit — £97 (save £38) →6 specialist workflows, ready to use.
Client Onboarding Checklist
A comprehensive onboarding checklist for new clients covering ID verification, AML checks, engagement terms, and system access.
Engagement Letter Draft
A professional engagement letter covering scope of services, fees, and responsibilities — aligned with professional body requirements.
AML Risk Assessment Narrative
Produces a written AML risk assessment narrative for your client file, covering source of funds, business type, and risk rating.
Fee Proposal Generator
Drafts a structured fee proposal for a new or existing client, with service scope, pricing rationale, and next steps.
Meeting Agenda Builder
Creates a structured meeting agenda for client review meetings, including accounts discussion, action items, and next period planning.
Peer Review Preparation Notes
Prepares a structured summary of your working papers for peer review, highlighting key judgements and disclosures.
Before vs after.
A full day onboarding each new client. Copy-pasting the same engagement letter template and forgetting to change the client name. Handwriting AML notes that would never satisfy a compliance review.
3 minutes per document. Comprehensive. Compliant. Never miss a step. Every new client onboarded to a professional standard.
Built for busy practitioners.
You onboard 2+ new clients per month and the admin is piling up
You need engagement letters that reflect your professional body requirements
You want AML narratives that actually satisfy your supervisor or monitoring visit
Five steps. Less than 2 minutes.
Copy the workflow
Open your module in the portal and copy the prompt template.
Paste into any AI platform
Works with ChatGPT, Claude, Gemini, Copilot — any AI that understands plain English.
Add your client details
Fill in the [PLACEHOLDER] fields with your client's data.
Review the output
Read it, adjust where needed. You're the professional — the AI is your first draft.
Use with confidence
File it, send it, or include it in your working papers.
Common questions.
Do I need ChatGPT?
No specific platform is required. The workflows are plain-text prompts that work with any AI assistant — ChatGPT, Claude, Gemini, Microsoft Copilot, or any other tool your firm already uses.
Will this work with my clients?
Yes. Every prompt is written in formal UK English with UK accounting terminology. They're designed to produce outputs you can send directly or include in your working papers, after your review.
What if the output isn't right?
All outputs are drafts. If the first result isn't exactly right, the prompt includes guidance on how to refine it. Most practitioners find they get a usable output on the first try, with minor edits.
Get this module for £27
Get PRACTICE OPERATIONS SYSTEM — £27Secure checkout · VAT invoice · 14-day refund policy
Complete Toolkit — Best Value
Want all 5 practice areas? The Complete Toolkit includes this module plus Bank Reconciliation, Client Communication, VAT Returns, and Management Accounts — 32 workflows total for £97 (save £38 vs buying individually).
Get the Complete Toolkit — £97 (save £38) →All workflows produce draft outputs for professional review. Practiq does not provide tax, legal, or financial advice.