Build Your First AI-Powered
Accounting Tool in 3 Hours.
Even If You've Never Written Code
Automate client work, build internal systems, and unlock leverage your competitors don't even know exists.
Guaranteed outcomes
What You'll Walk Out With
Every attendee leaves with tools in hand — not a certificate and a slide deck.
Your own working AI tool
Not theory, not a demo — a real, deployable tool built during the session for your practice.
3–5 automations you can deploy immediately
Client reporting, SMSF compliance checks, document review — ready to use from day one.
A repeatable framework to build more
The same method you use in the workshop applies to any workflow in your firm. Keep building after you leave.
Templates you can use inside your firm
Proven starting points so you're not starting from scratch every time you want to automate something new.
Positioning as an AI-enabled advisor
Walk in as an accountant. Walk out as the person your clients, colleagues, and industry look to for AI guidance.
The opportunity
Why This
Matters Now.
AI is 10 times bigger than cloud computing and GST combined.
GST created a decade of work for accountants who leaned in. Cloud computing created another. AI dwarfs both — and the window to become the trusted expert your clients turn to is open right now.
accountants and planners in our community. The ones who come to this roadshow will be ahead of the rest — with tools, frameworks, and real client-ready examples from day one.
Fastest growing area of client demand
AI advisory is the fastest-growing service category in professional services globally. Clients are already spending money on AI tools — most of it with vendors who don't understand tax law, compliance obligations, or their specific situation. You do.
A revenue stream that didn't exist two years ago
Practices that have positioned themselves as their clients' AI guide are billing for it — AI readiness reviews, workflow audits, tool selection, implementation oversight. These are new engagements that don't compete with anything you currently offer.
Your clients need a trusted guide — not a vendor
Every software company in the market is telling your clients they need AI. Your clients need someone who will tell them the truth: what's ready, what's risky, what's right for their business. That person should be you.
The tools are finally ready for non-technical people
Claude Code and Vibecode have changed what's possible without a developer. Accounting-specific AI tools that would have taken a six-figure software budget two years ago can now be built in an afternoon — by you, in this workshop.
AI won't replace accountants.
Accountants using AI will replace those who don't.
This is happening now — across every profession globally. The question isn't whether to adapt. It's whether you're first or last.
The commercial layer
New Revenue Opportunities
This isn't education — it's profit leverage. Four ways AI turns into billable work starting now.
Build client-facing tools
Deliver branded AI tools your clients use every day — dashboards, compliance checkers, scenario planners — tools they'll pay for and can't easily get elsewhere.
Package AI advisory services
AI readiness reviews, workflow audits, implementation oversight — structured engagements that didn't exist two years ago and don't compete with anything you currently offer.
Increase fees without increasing time
Automate the low-value work. Charge the same or more for outcomes that now take a fraction of the hours. That's margin expansion without hiring.
Reduce staff dependency
Build systems that do what junior staff used to do — consistently, instantly, without supervision. Then redeploy your team to higher-value client work.
Introducing
A New Category of
Accounting Work.
Accountants with AI can now build investment banking grade tools for their clients — and the world.
This is not old software repackaged. This is new, customisable software — built by you, owned by you, shaped around the exact needs of your clients. The kind of work that was previously the exclusive domain of large firms with large development budgets.
Business plans that rival investment banking
The business plans that banks and PE firms charge $50,000+ to produce — deep financial modelling, scenario analysis, executive-ready narrative — are now within reach of any accountant who knows their client's numbers. Which is you.
Investment offerings and information memoranda
Structure and produce investor-grade information memoranda, term sheets, and offering documents. Tools that would previously require a specialist boutique, built and customised for each client engagement in hours rather than weeks.
Spreadsheets are the floor, not the ceiling
Replace the spreadsheet your client has been emailing around for five years with a real, branded web application — live data, multi-user, mobile-friendly, and built to exactly the spec of that client's business. Not generic software. Their software.
Build for your clients — then sell to the world
A tool you build for one client's cash flow problem can be packaged, refined, and sold to every similar business in Australia. Your accounting knowledge is the IP. Vibecode is the factory. The market is every business that needs financial clarity.
- 6–18 months to build
- $100,000–$500,000 budget
- Dependent on a third-party vendor
- Hard to change, expensive to customise
- You describe what you want and hope
- Built in hours or days
- A fraction of the cost
- You own it completely
- Change anything, anytime
- You build exactly what you mean
The workshop will show you how to build all of this — starting with four real accounting tools you take home on the day.
Reserve your seatThe format
One Day.
Two Sessions.
Build in the afternoon. Arrive sharper with the breakfast.
The workshop is the main event — walk in, build four real AI tools, walk out ahead of almost every other accountant in Australia. Add the Tax Guru breakfast session to arrive already knowing how the most powerful tax AI in the country actually works.
AI Vibecoding for Accountants and Planners
Build four real AI tools for your practice — guided by AI experts who work specifically in accounting and financial planning. Fast, hands-on, and immediately billable.
Tax Guru Live
Arrive before the workshop and spend the morning with the Tax Guru founders — working through three live tax scenarios with Australia's most powerful tax AI. The perfect primer.
4.5 CPD hours · Buffet breakfast + working lunch · 1 month Tax Guru ($300 value) · Less than a single advisory hour
What's included in each option
| Included | Workshop $145 | Breakfast $40 | Full Day $150 |
|---|---|---|---|
| Working lunch | |||
| AI Vibecoding workshop — 4 live builds | |||
| Client reporting system (cloud accounting data) | |||
| SMSF pension traffic light (admin data) | |||
| NDA Project 3 + Project 4 | |||
| Claude + Vibecode full session access | |||
| Buffet breakfast | |||
| Tax Guru live demo — 3 scenarios | |||
| Tax Guru access | 2 weeks | 2 weeks | 1 month |
| Budget impact calculator app | |||
| Grant Abbott, Michael Jeffriess & Will Burns | |||
| CPD hours | 3 hrs | 1.5 hrs | 4.5 hrs |
| Price | $145 | $40 | $150 |
10:30am – 2:00pm
The Workshop.
AI Vibecoding for Accountants and Planners.
Three and a half hours of hard, hands-on building — guided by AI experts who work specifically in accounting and financial planning. You don't touch a slide deck. You build.
Walk out with four working AI tools, a two-week Tax Guru licence, and a clear picture of how to turn your practice into a SaaS business — or dramatically reduce the headcount needed to run it.
Client Reporting System
Build a branded, automated client reporting dashboard connected to your cloud accounting data — P&L, cashflow, custom KPIs. Your firm's design, your firm's control. Once built, you can white-label and sell it to other firms as a SaaS product.
SMSF Minimum Pension Traffic Light
A year-end compliance tool that reads your SMSF administration data, calculates minimum pension drawdowns, and flags every fund green, amber, or red — with a client-ready summary letter generated automatically. Replace a task that currently takes hours per fund.
Project Three — Under NDA
We've signed NDAs with the practice groups involved. What we can say: it's in the advisory space, it replaces 8+ hours of staff time per client engagement, and the practices running it have already restructured their team around it.
Project Four — Under NDA
A workflow so repetitive that most practices have accepted it as unavoidable. This tool eliminates it entirely. Three firms are already running it in production — you'll build your own version and leave with it deployed.
This isn't just about doing things faster.
It's about what your practice becomes.
Become a SaaS vendor
Every tool you build today is firm IP. The client reporting system, the SMSF traffic light — these can be white-labelled, packaged, and sold to other accounting practices. Your first SaaS product, built in a workshop.
Restructure your headcount
The work that currently needs two or three junior staff — data collection, compliance checking, client reporting — gets automated. Practices running these tools are reducing headcount or redeploying staff into higher-value advisory work.
Tax intelligence
About Tax Guru.
Not an AI chatbot. A structured tax intelligence system.
Tax Guru is built on a vector database of 25,000 curated Australian tax articles — not a general-purpose LLM. When you ask a question, specialist agents search only what they know. No guessing. No hallucination. Just cited, defensible answers.
25,000 curated articles
A structured vector database of Australian tax law, ATO rulings, case law, and TPB guidance — not scraped from the web.
17 specialist agents
Each agent is domain-trained: CGT, Div 7A, crypto, international tax, medical professionals, and more. The right agent activates for the right question.
TPB Code of Conduct ready
Every output cites its source. Strategy papers, analysis, and private binding ruling research meet the Tax Practitioners Board's professional standards.
Zero hallucination by design
This is not an LLM. If the answer isn't in the database, Tax Guru says so — it does not fabricate legislation, case numbers, or ATO positions.
17 agents, each a domain specialist.
When a query comes in, Tax Guru routes it to the correct specialist agent. A question about crypto triggers the Digital Assets agent. An estate planning question triggers Trusts & Estates. The depth of each agent's knowledge is the depth of its curated database — not a token limit.
Our trust has an unpaid present entitlement to a corporate beneficiary from FY24. What are the Div 7A options for FY26 year-end?
Three complying pathways exist for the FY24 UPE: (1) sub-trust arrangement under PCG 2017/13 — must be in place by 30 June 2026; (2) convert to a complying Div 7A loan at benchmark rate (5.77% for 2026); (3) repay the UPE in full before 30 June. Option 1 retains the most flexibility for FY27...
Tax Guru's answer is drawn entirely from its curated database. If the answer were not present, it would say so — it does not generate legislation or case references.
The people
Your Hosts.
The people who built it. In the room with you.
This isn't a vendor demo. The founders of Tax Guru will work through real client scenarios alongside you, live, at every breakfast session.
Grant Abbott
Co-Founder, Tax Guru
One of Australia's most recognised tax strategists. Grant has spent decades advising practices on complex tax structuring, trusts, and SMSFs — and built Tax Guru to give every firm access to that depth of knowledge.
Michael Jeffriess
Co-Founder, Tax Guru
Michael brings deep expertise in tax technology and practice systems. He leads Tax Guru's agent architecture — designing how specialist knowledge is structured and retrieved without the risk of hallucination.
Will Burns
Co-Founder, Tax Guru
Will focuses on practice integration — how Tax Guru fits into an accounting firm's existing workflow, from workpaper generation to private binding ruling research and TPB-compliant advice delivery.
The $40 breakfast price is made possible by Tax Guru and LightYear Docs— Australia's leading tax document automation platform. Their sponsorship means you get a $300 Tax Guru licence and a buffet breakfast for just $40.
25 May – 19 Jun 2026
The Tour.
16 cities. One afternoon that changes how you build.
Each stop is a 3-hour, hands-on session — coffee, a live build, and a workshop. Your seat includes a 30-day Vibecode trial.
Bringing your team? Groups of 5+ get a private Q&A with the Tax Guru build team.
Reserve seats7:30am – 9:15am
Session Agenda.
7:30am to 9:15am. Three real scenarios, live on stage.
Each scenario uses an actual client-style fact pattern. Grant, Michael, and Will work through it with Tax Guru — showing every prompt, every agent activation, every citation. You follow along and ask questions as they go.
- 7:30 AM
Arrival & buffet breakfast
Arrive, grab a plate, and meet your peers. Every session is limited so the room stays small and the conversation stays real.
- 8:00 AM
Scenario 1 — Year-end tax planning
Work through a live client file: trust distributions, individual tax positions, and the strategies available before 30 June. Tax Guru's Year-End Planning agent retrieves the applicable law and drafts the strategy paper in real time.
- 8:25 AM
Scenario 2 — Division 7A
An FY24 unpaid present entitlement. A corporate beneficiary. A 30 June deadline. Watch the Division 7A agent navigate PCG 2017/13, benchmark rates, and sub-trust options — with every step cited to source.
- 8:50 AM
Scenario 3 — Budget impact analysis
Use Tax Guru's Budget Impact agent plus a live calculator app to model the cost of Federal Budget measures on a real client — stage-3 changes, super tax proposals, and small-business provisions. You leave with a client-ready summary.
- 9:10 AM
Q&A with Grant, Michael & Will
Five minutes of open questions with the founders. No slides. No sales pitch. Just answers.
Tax Guru answers questions that would previously take a junior accountant two hours of research — and it cites every piece of legislation. It doesn't guess. That's the fundamental difference.
Got questions?
Honestly Answered.
Questions, honestly answered.
Seats are limited
Secure Your Seat.
Pick your session. Build your first AI tool live.
Both Sessions — 5 Hours
- Buffet breakfast + working lunch
- All 3 Tax Guru live scenarios
- All 4 Vibecode builds
- 1 month Tax Guru access ($300 value)
- 4.5 CPD hours
- Best value — save $35 vs separate tickets