ChatGPT just rolled out an interesting feature called "Intelligent UI" for its paid accounts. Instead of responding only with text, ChatGPT can now generate visual elements like: • forms and buttons • charts and comparisons • interactive diagrams • calculators • task-specific tools Early feedback suggests that its polish is ahead of its accuracy. OpenAI even says that it has work to do so that's fair. What this means is that users can now build tools inside a conversation. For accounting professionals, this has some interesting implications. Imagine one of your clients feeding ChatGPT their financials and receiving a calculator in return. How does your client verify its accuracy? None of us can stay on top of all the changes that are happening almost daily. What we can do is consider how clients are using AI in new ways. Where does your expertise fit into their conversations?

My friend Jose told me he spent an hour showing another attorney, Rick how his firm is using AI. They walked through doing research on actual cases. They carefully checked the output for imaginary citations. Rick was impressed with what the legal AI platform was capable of. At the end of the hour, Rick asked Jose, “Is there someone who can teach him how to use AI?” Jose was surprised that their hands-on hour ended exactly where it started: how do I use AI in my firm. It wasn't an explanation failure on Jose’s part or a lack of competence by Rick. I don’t think they were talking past each other for an hour. Rick understood what AI could do. What he couldn’t imagine was where it fit into the way his firm worked every day. Most conversations about AI focus on what it can do. It organizes your week. It delivers efficient research. But this experience with Jose and Rick highlights what leaders are really asking. It’s not what can AI do. We've heard it enough. We understand that. It’s not what we need to change. We’re thinking more practically. It’s where does something new naturally fit into work that’s already creating value.

Hi everyone! I just purchased GPT for Business. Previously, I was using GPT Go and Plus (switching plans as needed) and Claude Pro (still active). I didn’t transfer any of my personal data because I wanted to start fresh, but I don’t really know where to begin. Do I set up projects, plugins, Custom GPTs, AI Agents, or Automations? I honestly don’t even know the extent of features available to me. I’m just not trying to use ChatGPT like it’s 2021 anymore, honestly. LOL Any tips, tricks, or advice would be greatly appreciated! Thanks!

Professional services folks have a wealth of knowledge and experience that their clients only see periodically. A tax return is a compliance requirement that most business owners never even look at. The expertise that created it is rarely understood. If you were to share useful information with your clients on a regular basis, what does that look like for you? There’s no one right way for everyone. There’s an attorney I follow on LinkedIn who consistently posts new rulings that matter to business leaders. I don’t know if he writes these posts or has someone doing it for him. Doesn’t matter. The point is the information is timely and useful for the audience he serves. Take a few minutes to notice the information that finds its way to you. Think of one or two clients who would be interested in hearing about this from you. How would you share it with them?

If you've started using agentic AI (Claude Cowork, Claude Code, ChatGPT's agent mode) on real files, there's a simple test worth knowing. The failure mode is invisible until it isn't. It's called the lethal trifecta, and an AI agent becomes genuinely risky when all three of these are true at once: it has access to private data, it's exposed to content you didn't write yourself, and it has a way to send data out. Here's what that looks like. You ask an agent to summarise a client's supplier invoices. One invoice is a PDF that arrived from a supplier you've never dealt with. Buried in it, in white text on a white background, is a line telling the AI to send the folder's contents somewhere else. You can't see it. The AI reads it perfectly, and complies. No alert. No error. The summary looks completely normal. All three legs were present: private data, an untrusted document, and an email connection to send through. You don't need to understand how the attack works. You need to be able to look at a setup and count to three. Two out of three is workable. Three is not. This is the one idea from the full Privacy and Security course in the Classroom I'd want every firm to know even if they read nothing else. It's not in the free guide, it's one of four extra chapters in the full course, alongside prompt injection, connecting AI to QuickBooks and Xero, and the 2026 rules for the UK, EU and US. Have you connected an AI agent to your email, files, or accounting software yet? What made you go for it, or what's held you back? 👇