You only ever needed one. This is it. 12,433+ CPAs use this system to cut tax research from 90 min to 12, write client emails in 90 seconds, and get their evenings back.
The problem wasn't AI. It was the question you asked. Here's what 12,433+ CPAs figured out that changed everything.
ChatGPT doesn't know your client's filing status, entity type, or state. It can't cite IRC sections. You gave it a question. It needed a brief. This guide gives you the brief templates -- so every response comes back with code citations you can verify.
No context. No workflow. No way to check if the output is right. This isn't a prompt list. It's a system -- with guardrails for bad output, scope protection for engagement letters, and a verification method that keeps your license safe.
Document chasing. Extension emails. "Where's my refund?" for the 30th time. AI can't do your tax work -- but it drafts the email, builds the checklist, and writes the follow-up. You focus on work that needs your license.
12,433+ CPAs stopped fighting with ChatGPT. Ready to join them?
Get My System —Every figure below comes from Journal of Accountancy, CPA Practice Advisor, and Karbon data. Verify them. That's what you'd do anyway.
By the time you finish one tutorial, three things in it are outdated. 12,433+ CPAs stopped filtering and started using one system.
Every week there's a new tool, a new "game-changing" update, a new YouTube guru telling you everything you learned last month is wrong. Meanwhile, you have clients waiting.
You don't have a knowledge problem. You have a filtering problem. And it's costing you hours every single week.
No more researching which AI tool is best. No more wondering if the prompt you found on Reddit actually works for tax. No more watching a 4-hour course to learn one thing.
Built by a CPA who got tired of the same extension email for the 40th time. Now used by 12,433+ CPAs. Not a prompt list. Not a course. A working system.
Start using AI this week. No prompt engineering. No courses. No trusting ChatGPT blindly with your clients' taxes.
This is NOT:
A 40-hour video course you'll never finish
A list of 500 generic ChatGPT prompts
Software you need to install or subscribe to
A "just use AI for everything" tech-bro pitch
Honest disclaimer: What this won't do
AI drafts. You verify. You sign. Always.
Four steps. That's it. Copy, paste, verify, done.
Instant delivery. Open the PDF. No account, no software, no setup wizard.
Pick a workflow. Paste the prompt into ChatGPT, Claude, or Gemini. Fill in your client details.
Use the 3-Source Rule. AI drafts. You verify. You sign. Always.
5+ hours saved every day. At $250/hr, that's $1,250+ back in your pocket. Every week.
"I used the document request prompt for 47 clients. What normally takes me two weeks of chasing took three hours. My clients think I hired someone."
-- Sarah Mitchell, CPA · Solo practitioner, Austin, TX · 14 years in practice
"The IRS notice workflow alone is worth $97. I had a CP2000 response drafted and client-ready in 11 minutes. That used to be a 45-minute minimum."
-- David Chen, CPA · Scottsdale, AZ · Solo firm, 220 clients
"I was skeptical. I've seen a hundred 'AI for accountants' things. This is the first one that actually understood what my day looks like. The engagement letter scope language has already saved me from two potential scope-creep situations."
-- Karen Woodard, CPA/EA · Nashville, TN · 8 years solo
Do the math you'd do for a client:
You bill at $250/hour. That's conservative for a solo CPA in 2026.
Every week, you spend 3-5 hours on tasks AI handles in seconds:
3.5 hours/week x $250/hour = $875/week
$875/week x 50 weeks = $43,750/year in billable capacity spent on work that doesn't require your license.
That's $125 per working day leaving your practice. Every day you wait.
The guide costs $497 $97 right now. Pays for itself in 19 billable hours saved.
You don't need me to explain the ROI. You're a CPA. 12,433+ of your peers already did this math.
$43,750/year walking out the door. The system costs $497 $97. Do the math.
Same system, different profession. Each guide built from scratch for your specific workflows.
Compliance docs, client reports, portfolio summaries.
Coming Q2 2026Admin automation, client intake, motion drafting.
Coming Q2 2026Policy comparisons, claims, renewal campaigns.
Coming Q3 2026Insurance billing, patient comms, treatment plans.
Coming Q3 2026Patient records, billing workflows, practice growth.
Coming Q4 2026SOAP notes, client follow-ups, admin workflows.
Coming Q4 2026A digital download. Not a course. Not a subscription. Not software. Inside: 20 copy-paste prompts built for CPA-specific workflows (tax research, client emails, IRS correspondence, fee proposals, collections). 9 step-by-step workflows for the tasks that eat your week. The 3-Source Verification Rule. A hallucination detection checklist. A WISP addendum template for AI compliance. Engagement letter scope-protection language. A 14-day adoption plan at 15 minutes per day. And a printable Quick Reference Card you can keep on your desk. You download it once. You own it forever. Updates are free.
Yes. Every prompt is platform-agnostic. Use ChatGPT, Claude, Gemini, Copilot, or whatever your firm already has. The guide recommends specific tools for specific tasks (like CPA Pilot for tax research), but nothing is locked to one platform. One skill. Every tool.
It will. That's the whole point of the verification system. The guide includes a hallucination detection checklist and the 3-Source Rule -- a verification framework built for professionals who sign what they send. AI drafts. You verify. You sign. Always. We don't pretend AI is perfect. We built the system around the fact that it isn't. That's why a CPA built this and not a tech company.
One afternoon. Most CPAs have the first three workflows running within 2-3 hours. The 14-day plan is built at 15 minutes per day. You don't need to clear your calendar. You need one slow afternoon between clients. If you're mid-season right now, download it and start with one prompt tomorrow morning. The document request email takes 90 seconds to set up and saves you hours this week.
There is. And you've probably tried it. You can find 1,400 generic prompts on the internet for $10. You can watch 40 hours of Udemy videos for $13. You can read every "AI for accountants" blog post on CPA Practice Advisor. None of that tells you which prompt to paste for a CP2000 response, how to verify the output before it goes to your client, or how to draft an engagement letter with scope boundaries that prevent "can you just take a quick look at this?" The internet has information. This guide has implementation. That's the difference -- and it's why it costs less than one billable hour.
If you're a CPA who writes emails, researches tax questions, drafts engagement letters, or responds to IRS notices -- it works. These aren't hypothetical workflows. They're the exact tasks 127 CPAs tested during development. The prompts are copy-paste. The verification system is built into every workflow. If you've used Lacerte, ProConnect, or Drake, you can use this. Start with the free 5-prompt download if you want to test the approach first -- no credit card, no commitment. You'll know within 10 minutes whether this fits how you work.
This was built for you. Not for the 28-year-old who watches AI YouTube channels. There's no jargon. No technical setup beyond signing into a website. The prompts are literally copy-paste -- open the AI tool, paste the prompt, fill in your client's details, review the output. If you can use Lacerte, you can use this. 56% of CPAs say generative AI is their biggest skills gap. You're not behind. You're normal. This guide is the on-ramp nobody built for solo practitioners.
This is covered in the guide. Short answer: paid AI tools (Claude Pro, ChatGPT Plus) have enterprise-grade data policies and do not train on your data. Free tiers may. The guide includes a data security checklist, a WISP addendum template for AI usage, and clear rules about what to upload and what never to share with any AI tool. Your compliance matters more to us than a sale.
The AICPA provides excellent education on what AI is and how the profession is adopting it. This guide tells you what to paste into which tool at 2 PM on a Tuesday. Think of it this way: the AICPA explains the concept. We hand you the wrench. Both are valuable. One saves you time this week.
Every day without the system is $125 in lost capacity. 12,433+ CPAs stopped waiting. The only difference between this week and next is whether you have the system.
One afternoon to set up. Every week after that is different.