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449 answers · 16 sessions indexed · new every Wednesday
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- Automation & MCP
How long does it typically take to build a custom AI-powered dashboard/agent like this?
The builder estimated the dashboard shown one of the bigger timesavers they'd built took only a couple of hours to build.
29:03Jun 10 call Members-only - Automation & MCP
Should I build a large library of AI 'skills' before moving to agents, and how many skills is too many?
One firm is heavily focused on building out skill libraries internally before layering on agents, rather than jumping straight to agents.
51:01Jun 10 call Members-only - Automation & MCP
Why do complex multi-step accounting skills (like an engagement letter or financial statement review workflow) keep breaking down with more exceptions and iterations?
One view expressed was that relying entirely on an LLM to handle a full process is not necessary and is likely less accurate — described as 'the worst way to…
52:19Jun 10 call Members-only - Automation & MCP
How long does it actually take to build tools like custom dashboards or agents using Claude Code?
One member said the dashboard he demoed, one of his biggest timesavers, took only a couple of hours to build, and a related agent took about another couple of…
29:03Jun 10 call Members-only - Automation & MCP Open question
What's an effective method for building an AI skill (e.g., for preparing engagement letters) from scratch?
One effective approach described: walk Claude through the manual process step by step first — talking through what you look for, what you change, and why —…
54:32Jun 10 call Members-only - Tax
What is Claude's 'sweet spot' for use in a small tax prep firm doing 1040s, and what are its limits?
A member from a small firm (just 1040s and small businesses) described using Claude as a replacement for manually keying client tax data into Excel,…
1:02:15Jun 10 call Members-only - Automation & MCP
Should a one-off manual cleanup process (like deduplicating scanned tax documents) be turned into a reusable Claude skill?
When a member described manually deleting duplicate pages before running Claude on a gambling client's W2G documents, another participant suggested turning…
1:01:26Jun 10 call Members-only - Tax Open question
How can I build a better client-facing tool for delivering quarterly estimated tax payments (similar to SafeSend)?
A member described starting work on a tool to better deliver quarterly estimated tax payments to clients, inspired by prior session demos.
9:25Jun 10 call Members-only - Automation & MCP
How does a firm decide whether a repeated Claude task is worth turning into a formal skill?
One firm (three people) described a twopart filter: (1) tasks they personally hate doing get prioritized for conversion into a skill, and (2) tasks that are…
1:04:12Jun 10 call Members-only - Automation & MCP
Is there a way to get Claude to suggest what repeated tasks could be turned into a skill?
A member suggested you can directly ask Claude (or a similar assistant), 'Hey, what am I doing that could be a skill?' If you have memory enabled across your…
1:07:59Jun 10 call Members-only - Automation & MCP
After saving a custom skill (like a financial statement review skill) to Claude, how do I actually use it for a new client?
Once you've saved the skill file to your Claude library (using 'add to library' or 'update and replace'), you can invoke it in two ways: type a slash ('/') in…
1:09:10Jun 10 call Members-only - Automation & MCP
Can Claude skills be shared with an entire team rather than just one user?
Yes.
1:11:02Jun 10 call Members-only - Practice mgmt Open question
Does anyone have a contact at Anthropic to help set up an enterprise license?
One participant reported trying to reach Anthropic by phone and email to get an enterprise license, with no response, and asked the group if anyone had a rep…
57:39Jun 10 call Members-only - Automation & MCP
Is it better to self-host automation tools like n8n instead of paying for more subscriptions?
One approach is to instruct Claude (or whatever AI tool you're using) from the start that you don't want more subscriptions and instead want something…
49:33Jun 10 call Members-only - Automation & MCP Open question
How easy is it to deploy changes to a custom-built client app -- does it require running command-line/terminal commands each time?
A member asked whether making updates to the custom dashboard requires running command prompts in a terminal every time.
19:36Jun 10 call Members-only - Automation & MCP
How can I speed up Claude's document processing when working with scanned tax documents that contain duplicate or unnecessary pages?
One member described a client with numerous W2G gambling winnings forms, where each scanned document contained an A and B copy on the same page plus disclosure…
59:58Jun 10 call Members-only - Automation & MCP
What are good use cases for building custom MCP connectors (e.g., QuickBooks, ramp, digits) with Claude?
One member built an MCP that connects Claude directly to QuickBooks using the accountant profile, allowing switching between clients and posting journal…
2:09Jun 10 call Members-only - Getting started
What is GitHub and what is a repo, and is it only usable through Claude Code?
One member explained Git/GitHub in simple terms: imagine a filing cabinet storing the status of a project, but instead of someone overwriting and deleting all…
35:46Jun 10 call Members-only - Automation & MCP Open question
Why is it so hard to get an AI-built skill or workflow fully working, and what should I do differently?
The group's take was that this mirrors normal software development — prototyping is easy, but making something fully reliable is the real work, and…
55:30Jun 10 call Members-only - Automation & MCP
Which Claude model and effort/reasoning level should I use for building accounting tools?
One member said he usually uses the newest Claude model on high effort (Opus on high), based on strong feedback from developer contacts.
31:30Jun 10 call Members-only - Getting started Open question
After downloading a Claude skill file to my desktop, how do I actually use it in Claude?
A member who built skills the prior week was able to open the downloaded skill file from their desktop but didn't know how to load it into Claude so it could…
1:08:47Jun 10 call Members-only - Automation & MCP
How can I tell what's happening across multiple AI agents/automations running on a schedule?
Some people build (or plan to build) an 'agentic OS' style dashboard that sits on top of all your agents or cron jobs.
50:08Jun 10 call Members-only - Automation & MCP
How can I consolidate scattered client data (contracts, invoicing, AR notes) from multiple systems into one place for faster lookups?
A member built a web portal where entering a client's name pulls together data that otherwise lives in separate systems (e.g., contracts in Airtable, invoicing…
4:05Jun 10 call Members-only - Automation & MCP
Where do Claude 'live artifacts' actually live, and is building a custom web app a better approach for more customization?
One member clarified that live artifacts, as they understood it, live in 'cowork' (running locally on your machine), not just in the Claude chat web page,…
6:35Jun 10 call Members-only - Automation & MCP
What's a low-cost way to host custom web apps or MCP servers built for client work?
One member hosts their clientfacing web apps on a small server (about $6 a month) tied to their company website, noting that resources exist explaining how to…
8:12Jun 10 call Members-only - Practice mgmt
How can an AI-built pricing calculator be improved to better reflect client-specific nuances?
The suggestion offered was to feed the calculator the transcript of the actual diagnostic/discovery call in addition to the structured inputs.
27:35Jun 3 call Members-only - Practice mgmt Open question
Has anyone demoed or used the tool called Filed?
No one on the call had actually used Filed.
1:12:50Jun 3 call Members-only - Automation & MCP Open question
Has anyone tried the MCP that QuickBooks recently released?
It was noted that QuickBooks released an MCP about two to three weeks (maybe a month) prior to this discussion.
1:12:16Jun 3 call Members-only - Client comms
Is there a client-facing mobile app available for tax clients?
Yes, there is an actual app clients can use, accessed at app.prucpa.com.
1:09:05Jun 3 call Members-only - Practice mgmt
Is there a dedicated mobile app clients can use to access their portal?
Yes.
1:09:05Jun 3 call Members-only - Security & compliance Open question
Where does client-provided data (like tax documents) actually reside within this multi-tool setup (Air Table, Assembly, vibe-coding app)?
The question was raised about where client tax forms and provided documents physically reside within the overall system architecture.
59:44Jun 3 call Members-only - Automation & MCP
How do meeting recordings/transcripts flow into the client-facing portal (e.g., Fireflies to Airtable)?
A member explained they use a Zapier automation ('Zap') that triggers when a new meeting is captured in Fireflies.
1:03:40Jun 3 call Members-only - Automation & MCP Open question
When is TaxDome expected to release its MCP integration?
TaxDome has said an MCP is coming, but timing is vague possibly a month, possibly summer.
1:11:14Jun 3 call Members-only - Practice mgmt
How should you structure an Airtable database for client information (bases vs. rows)?
One member shared their Airtable structure: multiple bases organized around Companies, Contacts, and Communications as the core tables.
1:04:03Jun 3 call Members-only - Practice mgmt
Why might a firm move client data out of TaxDome into a more flexible system like Airtable?
A member described switching away from TaxDome after moving into advisory work and wanting to show reports and other clientfacing data.
1:01:26Jun 3 call Members-only - Practice mgmt
When using a messaging tool like Assembly as a client portal wrapper, where does the actual client data (like tax documents) reside?
One member explained that although they use Assembly (formerly Copilot) as their clientfacing messaging/portal container, the underlying documents actually…
59:47Jun 3 call Members-only - Practice mgmt
What does it cost to build and run a custom internal/client portal system like this compared to a practice management platform like TaxDome?
The member reported using Assembly (formerly Copilot) as the container/messaging platform at a cost of $900 per year per seat, with three seats currently in…
58:46Jun 3 call Members-only - Getting started
Why build custom apps through a vibe-coding platform like Zite instead of using Claude Code or a similar AI coding tool directly?
The member explained this was largely historical rather than a deliberate comparison: they were already using Fillout.com for forms (similar to Typeform), and…
56:31Jun 3 call Members-only - Client comms
Does the internal staff-facing tax status tool connect to the client-facing portal, and does the client see the same information?
Yes.
55:36Jun 3 call Members-only - Practice mgmt
How much ongoing upkeep is required to maintain a custom-built internal app like this one?
The member said upkeep has not been terrible.
52:33Jun 3 call Members-only - Automation & MCP
How do you actually get client tax data into Air Table for use in an AI-driven internal workflow tool - manual entry or automated scanning?
The member demonstrated an internally built practice management app where all backend data comes from Air Table, covering leads, clients, communications,…
50:20Jun 3 call Members-only - Security & compliance
Is it secure to store client tax data (like schedule C info) in Air Table when using it as the backbone for an internal AI-powered practice management app?
The member said they doublechecked Air Table's security specs, including SOC 2 Type II compliance, before using it to hold client data such as schedule C…
49:24Jun 3 call Members-only - Practice mgmt
What does an example client-service framework (the 'PEACE' framework) look like for a firm serving service-based business owners?
A member shared their firm's 'PEACE' framework, used both internally and for clients (mostly privatepractice/therapy business owners): Peace of mind — reducing…
37:31Jun 3 call Members-only - Client comms
What tool gives a more visually polished output than Claude for building client presentations?
A member shared a draft client presentation built in Claude and noted it was basic.
37:04Jun 3 call Members-only - Automation & MCP
Do Claude skills need to be created inside a Project ('co-work'), or does that not matter?
A member asked whether skills have to be created in Claude's project/'cowork' feature.
35:46Jun 3 call Members-only - Automation & MCP
After creating a Claude skill, how do you update or improve it over time?
A member asked whether Claude automatically improves a saved skill or whether you have to manually resave a new document each time.
34:36Jun 3 call Members-only - Automation & MCP
Could the scope-creep/fee-increase check process (comparing SOP baseline to bookkeeper notes) be turned into a reusable Claude skill?
Members discussed whether the scopecreep detection routine (comparing the original client scope/SOP against bookkeeper notes to flag when fees should increase)…
34:01Jun 3 call Members-only - Automation & MCP
Can Claude, connected via MCP to a bookkeeping platform like Double, automatically flag when a client has exceeded the transaction volume or scope included in their bookkeeping package?
One member asked whether Claude, through an MCP connection to Double, could monitor a client's actual transaction count against the package they were sold…
29:47Jun 3 call Members-only - Practice mgmt
Do you charge clients extra for the AI-generated tax summary/presentation, and how do you get the tax return data into the tool that builds it?
The firm does not charge separately for creating the AIgenerated summary presentation itself; it's built into their standard tax prep pricing, which they…
46:22Jun 3 call Members-only - Client comms
How can I turn a tax return review into a more client-friendly presentation instead of walking through the raw 1040 or Schedule C/E?
One member described replacing the traditional Loom walkthrough of a tax return with a Loom recorded over a Gammagenerated presentation.
41:33Jun 3 call Members-only - Practice mgmt
How can Claude be used to build a client pricing/quote calculator for bookkeeping services?
A member built a detailed pricing calculator using Claude that takes inputs from a paid diagnostic review call (charged around $250) and generates a quote.
24:34Jun 3 call Members-only - Bookkeeping
What does a typical client workflow setup look like inside Double?
Double comes with default closing layouts for each client (whether or not connected to QuickBooks), including a monthly close section, reconciliation update…
14:59Jun 3 call Members-only - Bookkeeping
How long did it take to get a bookkeeping automation platform like Double fully working after switching from spreadsheets?
One member described moving all clients onto Double starting in January during tax season, after hearing other firm owners talk about it at an event.
11:28Jun 3 call Members-only - Automation & MCP
How can I get Claude to repeat a task the same way every time instead of rewriting the prompt each time?
One member asked Claude directly whether a repeated workflow should be turned into a 'skill' or a 'project.' Claude recommended making it a skill and walked…
9:02Jun 3 call Members-only - Automation & MCP
What's the difference between using Gamma versus Claude directly for building a presentation?
One member's experience: Gamma is preferred for the graphics and layout quality of presentations — she felt her slides looked much better and found the…
23:29Jun 3 call Members-only - Client comms
How can Claude be used to plan and draft an email marketing campaign for a client list?
A member used Claude to plan an email campaign to their client list (about 600 clients).
20:12Jun 3 call Members-only - Automation & MCP
How can Claude be used with Gamma to quickly turn client conversation notes into a presentation?
One member described integrating Claude with Gamma for creating training presentations.
19:01Jun 3 call Members-only - Automation & MCP
When should you turn a repeated Claude workflow into a 'skill' versus keeping it as a chat or project?
A member described reaching the end of a repeatable workflow (in their case, producing an executive summary of financials from chunked financial data) and…
8:03Jun 3 call Members-only - Automation & MCP
How can you use Claude's MCP connector with Double (bookkeeping practice management tool) to manage client workflows, and can it answer both practice-wide and client-specific questions?
One member described using Double's MCP connector with Claude to reduce the clutter of Double's native interface.
2:56Jun 3 call Members-only - Automation & MCP Open question
Can Claude be used to automatically build out or populate workflow templates/sections inside Double via MCP, rather than configuring them manually?
One member asked whether Claude could take a document or conversation and use it to build out sections or templates directly in Double through its MCP…
14:20Jun 3 call Members-only
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