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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