For solo and small tax and accounting firms
AI that knows your practice, not just the tax code.
What kind of practice do you run?
- Tax resolutionNotice responses, abatement requests and collection packages, every figure sourced.from$49
- CPA firmsReturn letters, year-end planning emails and document chases, every figure sourced.from$49
- Tax preparersChecklists from last year’s return, due-diligence records and client letters.from$49
- BookkeepingMonth-end notes, one-email client questions and 1099 season, every figure tied out.from$49
Do more than one kind of work? Start with your main one and add the others at a customer price after your purchase. Something else? Tell us
One Claude Skill for the letters, memos and client emails your practice writes every week, with a playbook for each. De-identified first, every figure and citation flagged for checking, your signature last. One payment, no subscription.
- One-time payment
- 30-day money-back guarantee
- Works on free Claude
In every kit
Built around a tax pro’s duties, not a chatbot’s
A plain chatbot is fast, but it doesn’t know your forms and notices, or where its figures came from. Every kit works from the same rules, set by duties you already have: §7216, your WISP and the IRS’s June 2026 guidelines on AI.
De-identified before anything starts
Confidentiality Pre-Flight runs first on every task and swaps client names and identifying numbers for placeholders, so the work runs on amounts, years and form numbers, not identities.
§7216 consent, the cautious way
The IRS hasn’t ruled yet on whether an AI tool counts as a disclosure under §7216. Until it does, we recommend a signed client consent in the Rev. Proc. 2013-14 format before identifiable return information goes in.
A line in your WISP
IRS Pub 5708 says tax and accounting professionals are financial institutions under the FTC Safeguards Rule and need a written information security plan. Add Claude to yours like any other service provider: plan, data settings, who approved it.
Figures, citations and math to check
The IRS OPR’s June 2026 AI guidelines say you can’t rely on AI alone: verify its facts, citations and calculations. Every output lists the ones it used, so you check them before anything goes out.
You review and sign
Each output ends with a verification block: the checks it needs from you and a line for your sign-off. It drafts; you decide what goes to the client or the IRS.
Pick your practice
Each kit is written for one kind of practice
Same safeguards, different playbooks: each one written for the documents, forms and deadlines of that work.
- Tax resolutionThe Small Firm AI Kit for Tax ResolutionUnited States
- Every IRC, IRM and regulation cite flagged before anyone else sees it
- Plain-English letters that tell the client what the notice means
- A record of AI use and verification for every file
- Any IRS notice read, dated and explained in a minute
- CPA firmsThe Small Firm AI Kit for CPA FirmsUnited States
- Every Code section and ruling flagged before a client sees it
- Answers to the questions every client asks, in your voice
- A verification block and an AI-use log line on every draft
- A chase sequence that names exactly what each client owes
- Tax preparersThe Small Firm AI Kit for Tax PreparersUnited States
- Every threshold, date and form number flagged before it reaches a client
- Client emails and texts you don’t dread writing
- A clear answer to “why do I owe this year?”
- A personalized document checklist built from last year’s return
- BookkeepingThe Small Firm AI Kit for BookkeepersUnited States
- Every figure traced to its report before a client sees it
- Client emails that get answered
- A fee-increase letter that keeps the client
- Month-end commentary your clients actually read
How it works
Installed once, then you just ask
- 1
Upload the kit to Claude
One ZIP in Claude’s settings, free plan included. About two minutes.
- 2
Ask for the document
Upload the de-identified file and say what you need. The kit opens the right playbook and asks for anything missing.
- 3
Check and sign
Every output arrives with its figures, citations and a verification block. You review, edit and sign.
Questions
Before you choose
Which kit should I start with?
The one for the work your practice does most. Each kit has its own playbooks for that work’s documents and deadlines. If your practice covers more than one, you can add the others at a customer price right after your first purchase.
Do I need a paid Claude plan?
No. The kits run on Claude’s free plan with code execution switched on, and setting it up takes about two minutes. Use the free plan to try a kit with de-identified or fictional data. For client work, the IRS Office of Professional Responsibility’s June 2026 guidelines say to use only secure, enterprise-approved AI, so use Claude Team or Enterprise: by default, Anthropic doesn’t train on what you enter there.
Can I use AI on client tax information?
There’s no IRS ruling yet on how §7216 applies to AI tools, so the kits work on de-identified data. If identifiable return information has to go in, we recommend a signed client consent in the Rev. Proc. 2013-14 format first. The OPR’s June 2026 guidelines also ask you to verify facts, citations and calculations, and to document how you use AI and check its work. The kits are aligned with that guidance; they don’t certify compliance and they aren’t legal or tax advice.
Does it work outside the United States?
Not yet. Every kit is written for practices in the United States and the federal rules they work under.
What if it isn’t right for my practice?
Every kit has a 30-day money-back guarantee: run it on a real, de-identified file, and if it doesn’t earn its place, email us for a full refund.
Start with the work you do most.
One payment from $49, a 30-day money-back guarantee, and the other kits at a customer price whenever you need them.
- Tax resolutionNotice responses, abatement requests and collection packages, every figure sourced.from$49
- CPA firmsReturn letters, year-end planning emails and document chases, every figure sourced.from$49
- Tax preparersChecklists from last year’s return, due-diligence records and client letters.from$49
- BookkeepingMonth-end notes, one-email client questions and 1099 season, every figure tied out.from$49