The more often that accountants use AI, the more likely they are to discover that they are using the same type of instruction for repeat tasks. This is where templates come in handy.
A template is a saved instruction that can be reused.
For example, an accountant may wish to use AI to check for spelling and grammar issues to ensure an email to a client is professional.
Before using templates, the accountant would have to write the instruction each time and then insert a copy of the draft email.
With templates, the accountant can save the instruction once and use it again. They simply select that template and insert a copy of the draft email. There is no need to rewrite the instructions because they are already saved in the template.
SavvyWise comes with pre-built templates designed specifically for Australian accounting firms.
Coming soon, each accountant can create their own templates.
Coming soon.
In accounting firms, workpapers are created by accountants. These may be improved over time or new workpapers may be introduced.
For efficiency, the firm will adopt new or improved workpapers for the team to use. Shared templates work on the same principle.
Accountants can make their templates available for other members of their firm (except for Solo tier subscribers).
This helps firms boost efficiency through the sharing of AI best practices.