CoPilot Guide for Accountants, Bookkeepers & Tax Advisors
Unlock the power of Microsoft Copilot with this step-by-step guide built for accounting, bookkeeping, and tax professionals. Get access to the download below ↓
The Guide:
- This guide is your step-by-step companion for adopting Microsoft Copilot.
- This guide contains 160+ pages and is written specifically for SME firms in Ireland and the UK where professionals are confident with Microsoft 365 tools such as Excel, Word, Outlook, and Teams — but not necessarily technical experts. By following each section in order, you’ll learn exactly what to click, type, and expect to see on screen so that Copilot becomes your daily digital assistant.
- Step-by-step setup guide: Learn exactly how to install, configure, and activate Microsoft Copilot across Outlook, Excel, Word, Teams, and more.
- Ready-to-use workflows: Follow practical examples for automating emails, reports, meetings, and client communications, saving up to 10 hours a week.
- Built for accountants: Includes real-world case studies, compliance tips for UK & Ireland, and 50+ prompt templates tailored to accounting, bookkeeping, and tax work.