For Accounting and tax services · 23 of 32
AI prompts for Accounting and tax services, by the job.
Accounting is a deadline business wrapped in client education: chasing records, explaining a bill, and saying what is still missing. These prompts write the client letters and the internal checklists. They do not give tax advice, calculate a liability, or state a rule you have not confirmed.
Start here · free
A reminder that doesn't damage the relationship
An invoice is 21 days late and the work was delivered.
Write a first draft for this job: A reminder that doesn't damage the relationship. The situation: An invoice is 21 days late and the work was delivered. Use only the facts I give you: [NUMBER], [AMOUNT], [DAYS]. Keep it under 120 words. Do not invent a price, a time, a name, a promise, or a detail I have not supplied. Ask me for anything missing rather than filling it in. Finish with "Assumptions to confirm" so I can correct what you inferred.This is a free starter built from the first job in the Accounting and tax services set. It asks before it writes. The 100 full prompts in this trade are in the library.
What it asks you for
- The job: A reminder that doesn't damage the relationship.
- Only the facts you supply: [NUMBER], [AMOUNT], [DAYS].
- Under 120 words, with no invented price, time, name or promise.
- An “Assumptions to confirm” list at the end.
The jobs that land on you.
The first six jobs in this set, in the order the library treats them. Each one asks for the missing facts instead of inventing a price, a time, a name or a promise.
A reminder that doesn't damage the relationship
An invoice is 21 days late and the work was delivered.
Level: Starter
Sales, quotes & pricing · 35 minTelling a long-standing client your rates are going up
Costs have risen, you've absorbed it for a year, and the conversation can't wait.
Level: Advanced
Admin & paperwork · 10 minOnboarding a new client without six emails
The contract is signed and you want them to know exactly what happens next.
Level: Starter
Admin & paperwork · 20 minA handover that doesn't leave the next person guessing
Someone else is taking over a client, a file, or a recurring deliverable.
Level: Intermediate
Team & hiring · 20 minA repeatable process, written down once
A deliverable is done the same way every time and only lives in your head.
Level: Intermediate
Admin & paperwork · 30 minThe "what to send us" checklist at year end
Clients send records in dribs and drabs and the deadline is the same for everyone.
Level: Intermediate
The kit for this job
Closing out and keeping the relationship
A project ends and you want the referral, the testimonial, and the next engagement.
What you get: A handover note, a testimonial request that names the specific thing to praise, and a low-pressure check-in date.
What to check: You're not asking for a testimonial you'd have to edit. The handover is complete enough that they don't need you for routine questions.
Read this kit, step by step → All 20 kits for Accounting and tax services → A generic prompt and a Second Draft prompt, side by side →
What this trade's prompts cover
admin & paperwork, customers & replies, marketing & content, risk & compliance, sales, quotes & pricing, team & hiring
Nothing is uploaded
The prompts are text. The free tools run in this browser, need no account and no model key. Your customer names and job details stay where you put them.
Not your trade?
The same depth exists for the other trades on the block. See all 32 trades →, read the free prompts →, or start from the job instead →.
The whole set
100 prompts for Accounting and tax services, and 20 kits that put them in order.
Every prompt asks for the facts first. Every kit ends with the checks that keep the judgment with you. Read a kit in the open before you decide anything.
Read a Accounting and tax services kit → What the subscription includes → All 32 trades →