The library · Accountancy firms · Reporting and sign-off
Check copy for risky claims
The claims that cause trouble are about tax saved, guaranteed results, fees, qualifications and any hint that HMRC or a software provider endorses the firm.
The prompt
I work in marketing at an accountancy firm. Help me check this copy for claims that need evidence or sign-off. Context: The claims that cause trouble are about tax saved, guaranteed results, fees, qualifications and any hint that HMRC or a software provider endorses the firm. Before you start, ask me for anything missing from this list: - The copy - Where it will be published - Our house rules Then: 1. List every claim, quoted exactly. 2. Sort each as fine, needs evidence, needs sign-off, or remove. 3. Offer a safer wording for each. Give me: - A verdict - Claims to sort out - What is missing Rules: - Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source. - Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed. - Write in plain English, in our voice if I have given you a sample. - Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check. Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see: - Savings, refund and guarantee claims - Chartered, certified and professional body logos - Fixed fee wording and the scope behind it
Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.
Check before this goes out
- Savings, refund and guarantee claims
- Chartered, certified and professional body logos
- Fixed fee wording and the scope behind it
The prompt gives you a first draft. Someone qualified still approves anything a client will read.
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