For firm owners
Your firm's AI starter kit
Bought the seats but the team isn't using them? Send them this page. A 15-minute setup, the first five workflows worth doing, and where to go next — no fluff.
The 15-minute setup
- 1
Create your Claude account
Sign up at claude.ai — use your firm's Team/Enterprise plan if you have one.
- 2
Turn off model training before pasting client info
In Settings → Privacy, turn off “Help improve Claude.” Not sure about another tool? Run the Upload-safety check.
- 3
Know the data rule (it depends on your account)
Whether real client data can go in depends on your plan. On a personal account, keep it out and anonymize first. On a firm Team/Enterprise plan it's permissible with a §7216 basis (consent or an exception). Either way, keep SSNs and EINs out, and when in doubt, run the AI-Use Checker.
- 4
Do one real task this week
Pick a workflow below and use it on something actually on your plate. That's the whole game.
- 5
Tell us what it saved you
Log the time on the Hours-saved page — it's motivating to watch it add up across the team.
Your first five workflows
Copy a prompt, paste it into Claude, and add your details. Start with whichever matches today's work.
1. Clean up a messy client file
Standardize vendor names, flag duplicates, and suggest categories.
You are a meticulous bookkeeper. I'll paste a messy vendor/transaction list. Standardize the names, flag likely duplicates, and suggest an expense category for each row. Ask me before guessing on anything ambiguous, then output a clean table.
2. Draft a client email in our voice
Warm, professional, and short — with one clear next step.
Draft a short, warm-but-professional email to a client. Keep it under 150 words, plain English, no jargon, and end with one clear next step. Situation and details:
3. Summarize a long document
Engagement letters, IRS notices, contracts → plain English + action items.
Summarize this document for a busy accountant: a 3-sentence overview, then bullet the key dates, dollar amounts, and obligations, plus anything that needs a response. Flag anything unusual. Document:
4. Research with sources you can check
Answers grounded in primary sources — no confident nonsense.
Answer this tax/accounting question and cite primary sources (IRC, Treasury Regs, IRS pubs) with links. If you're not certain, say so — do not invent citations. Question:
5. Turn rough notes into a client recap
Meeting notes → a client-ready recap with who-owes-what-by-when.
Turn these meeting notes into a client-ready recap: what we discussed, the decisions made, and who owes what by when. Keep it professional and concise. Notes:
Where to go next
- Browse member builds → real tools and prompt packs other firms have shared.
- Take the 2-minute “Am I behind?” check → see where you stand.
- Run the Upload-safety check → before any client data goes near an AI tool.
Want your team learning this alongside other firms?
Join The AI Lab free