The AI Lab for Accountants
Where accountants figure out AI together.
A working group of 347+ CPAs, EAs, and firm owners building real workflows with Claude and modern AI tools. Weekly live sessions, a growing library of member-built prompts and skills, and a community that's actually shipping things.
What's happening this week
Updated automatically from the member portal.
Newest builds
- May 19Work in progress
MCP Server Builder Claude Skill
Phillip G. · Current MCP servers aren't useful enough?
- May 13
Payment Authorization Form
Shawn L. · Gives authorization for our firm to make estimate and tax payments for our clients
- May 9
Backlog capacity planning tool
Brian D. · I took an export of jobs from TaxDome and put it into a shared webpage that a staff member can drag and drop jobs on a calendar to plan out their work.
What members are working on
- Tools & Builds
Has anyone deployed any local models in their firm?
1 reply · 4d ago
- Tools & Builds
Are you waiting on your software vendor's AI — or building around it?
0 replies · 5d ago
- Tools & Builds
Build in Claude or wait for embedded AI in the tools you already use?
0 replies · 1w ago
Wednesday, June 24
Open Lab · 2:00 PM ET
One hour, open agenda. Bring what you're building or stuck on, and we work through it together. Recorded and summarized so missing one is fine.
Last session: Bonus Lab with Ramp
This is for you if…
The Lab is built around specific people doing specific work. Most of us are in tax, bookkeeping, or advisory at firms with 1–50 people. All of us are trying to use AI for something more than drafting emails.
- ✓You run or work at a small-to-mid accounting firm. Solo through ~50 people is the sweet spot.
- ✓You’ve tried Claude or ChatGPT for work. You’re past “what is AI” and into “how do I actually build with this.”
- ✓You want to ship things. Automations, prompts, skills, internal tools — not just talk about them.
- ✓You’re tired of generic AI advice. Course content aimed at “all business owners” doesn’t land when you’re staring at a trial balance.
- ✓You learn better with peers than from videos. This is a working group, not a course.
How the Lab works
Apply
Tell us about your firm and what you’re trying to pull off with AI. Takes about two minutes.
Show up
Join the weekly session, browse the builds library, ask a question in a conversation, or just lurk. You set the pace.
Build with us
Share something you made. Help someone who’s stuck. Steal something from the library and remix it for your firm. That’s the whole thing.
What the Lab isn't
It isn't a course. There's no curriculum, no certificates, no homework. It isn't a Slack with 5,000 lurkers — we keep it small enough that you'll recognize names. It isn't a sales channel — no one's pitching you tools, and Rebecca doesn't take affiliate kickbacks. And it isn't a place to ask “what is AI” — start there elsewhere; come here when you're ready to build.
Ready to build with us?
Apply now, and you'll be in the next live session.
© 2026 · Built by accountants, for accountants.