What does your firm run on?
Your main workspace for email and files.
Which AI and automation tools do you use?
Select all that apply, even if you're just experimenting.
Which software does your firm use?
Select all that apply. The AI will look at what each one can do.
No software selected yet. The ideas get much more specific when the AI knows what you use.
Where do you keep client files?
Select all that apply.
Describe the task you want off your plate
What starts it, who does it, which systems it touches, and what goes wrong.
Leave out client names, tax IDs, and other personal details. The AI only needs the process.
Describe the task to continue.
Pick at least one.
For a task you repeat for each client, think of one client.
About your firm
Used to estimate the payoff and set the level of detail.
Usually 1. Enter more only if two or more people work on the same one, like a preparer and a reviewer.
Your answers stay in your browser. Nothing is stored or sent anywhere.
Your prompt is ready
Paste it into Claude, ChatGPT, Copilot, or Gemini. Turn on web search if your tool has it, so the AI can check what your software can do today.
Treat the answer as a starting point. Confirm features with your vendors and keep a person reviewing anything that touches client data, filings, or money.