Most accountancy firm correspondence is not written from a blank page. It starts from a precedent, chosen to fit the situation and completed with specific facts related to the client.

The new workflows in Croner Intelligence turn that routine into a guided sequence, so the tool that answers a technical question can now produce the ensuing document.

What is in the library

The first release contains a wide choice of templates, grouped by where they fall in the client relationship.

Engagement and onboarding templates cover letters of engagement, 64-8 covering letters and professional clearance letters.

Compliance includes the email sending a CT600 tax return form for director approval, client reminder payments and letters for manual submission of CT600, accounts and computations.

Advisory letters deal with group relief, rollover relief and directors’ loan accounts advising the position on overdrawn loan accounts and potential section 455 charges.

The largest group is HMRC statutory clearances, with numerous different applications from share purchases to reconstruction reliefs, liquidation and capital reduction demergers.

How a workflow runs

Every workflow follows the same six stages: find a template, get help choosing, provide the information, create the letter, verify the draft and download it as a Word document.

You can browse the library directly or describe the transaction and let a short decision tree identify the right letter.

Facts come from the chat, from uploaded material such as a fact sheet or accounts, or both.

Verification runs before the download is available, checking the draft against what was supplied. If the workflow is unable to confirm a fact, this information is left blank and flagged, never guessed.

Why the choice of letter matters

The clearances show why the initial selection matters as much as drafting.

Seven transactions, including a share for share exchange, purchase of own shares and a statutory demerger, each come in different versions depending on whether transactions in securities clearance is also sought under s701 Income Tax Act 2007, s748 Corporation Tax Act 2010, or both.

HMRC accepts one application covering several provisions, so getting the combination right at the outset avoids a second letter, or a missing one.

Why structure makes AI more reliable

There is an important differentiator which makes Croner Intelligence better than a general AI assistant. For example, the likes of Copilot or ChatGPT write the clearance letter and decide the structure, the content and the wording all at once, which is where errors creep in.

A workflow fixes the structure in templates written by Croner’s tax specialists and narrows the AI’s job to completing defined fields from confirmed facts. This means less is improvised, so there is less to check.

The accountants and tax advisers still review and sign the letter. But what changes is how they spend their time: in the case of Croner Intelligence it is on judgement, not typing.

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