FAQ
The questions people ask before they join.
Straight answers on cost, who it is for, client data, and what actually happens in the room.
- What is AI Lab for Accountants?
- A working group of accountants using AI to save real hours, raise the level of service they give clients, and modernize how their firms work. Members meet on a weekly live call, share what they are building in a private Slack, and keep what they build in the Vault.
- How much does membership cost?
- A free account gets you the newsletter and the public tools. Membership is $29 per month for one accountant, or $24 per seat per month for a firm on the team plan. Membership includes the weekly call, Slack, and the Vault.
- Who is it for?
- CPAs, EAs, bookkeepers, and firm owners in tax, bookkeeping, or advisory, mostly at firms with 1 to 50 people. It is for people who have already tried Claude or ChatGPT for work and want to actually build with it. It is not open to vendors, recruiters, or sales.
- Is it for bookkeepers, or only CPAs?
- Both, plus EAs and firm owners who are not licensed. The work in the room is tax, bookkeeping, and advisory, and the tools are the same across all three.
- Do I need to know Claude or Claude Code already?
- No. Most members arrive using Claude or ChatGPT in a chat window. The Lab is where you learn the difference between chat, Cowork, and Claude Code, and when to use each. You do not need to be technical or write code.
- Is my client data safe if I use AI?
- It depends on the tool, the plan, and how you configure it, which is exactly what the Lab helps you work out. Our Tool Safety Index reads the binding terms of 220+ accounting, tax, and AI vendors and says where each lands for client data. Our baseline: no SSNs, EINs, or bank account numbers in any model, no vendor that trains on your inputs, and your stack and settings documented in your WISP. Where IRC section 7216 applies, we say so and point you to the current rule rather than guess.
- Where do I even start?
- Come to the weekly call with the one workflow that costs you the most time. Document intake, proposals and onboarding, and return-status tracking are the three most common first builds. The Answers library has the questions other members asked when they were where you are.
- What is the weekly call?
- A live working session every Wednesday at 2 PM Eastern. Members show real work, bring what they are stuck on, and the group works through it together. It is recorded, and every question asked becomes an entry in Answers.
- What is the Vault?
- The member-built library: recorded builds, prompts, skills, templates, and tools that came out of the calls, organized so you can reuse them in your own firm.
- Can I get CPE credit?
- The Lab can issue CPE for qualifying sessions through Rebecca Driscoll, CPA. Which sessions carry credit, and the record-keeping that goes with it, is announced inside the Lab as each program is scheduled.
- Is there a team plan?
- Yes. The team plan is the same Member plan for your whole firm at $24 per seat per month, managed from one account.
- Can I cancel?
- Yes, any time, from your account's billing portal. You keep access through the end of the period you paid for. If you cancel and come back later, you rejoin at the rate current at that time.
- How is this different from a course?
- A course is finished when you watch it. The Lab is a weekly room where practicing accountants show each other what they shipped, what worked, and what broke. Proof, not theory, and it is updated every week because the tools change every week.
- Who runs AI Lab for Accountants?
- Rebecca Driscoll, CPA, who founded it, and Charlie Barmore, CPA, CFE, CVA, who co-leads it. Both run their own practices and still do the work.
Still deciding?
Read who runs the Lab or see what membership includes.