A low-stakes place to grab a starter prompt from this program and run it in your own AI. Copy one, paste it into Claude, Gemini, or NotebookLM, and see what comes back. Each one lives in full (with steps and checks) inside its module.
Live · voice
Practice out loud with the Voice Simulator
Copying prompts is one way to practice. Speaking is another. Rehearse a hard conversation by voice with an AI partner, then get a debrief.
Client documents arrive late, incomplete, and in every format imaginable. Before anyone can prepare a return, someone has to sort what is here, name what is missing, and chase the gaps. AI can read a redacted document list, tell you what is present versus missing against the entity type, and draft the request email. You keep every judgment call and every signature.
I am a staff accountant triaging a client document set. I will provide a redacted list only.
Hard rules, confirm you understand before I paste anything:
- Use ONLY the items I list. Invent no documents, figures, or dates.
- If something a clean file would normally include is missing, list it under MISSING. Do not assume it arrived.
- Write no tax positions and calculate no numbers. This is document triage only.
- I have stripped client names, SSNs, EINs, and account numbers. Do not ask me to add them.
Confirm these rules in your own words.
Turn a Reconciliation into a Client Summary
Best in Claude
You finished the monthly close and the numbers are right. Now the client needs a plain-language summary they will actually read: what moved, what changed, what to watch. AI writes the words fast and in your voice. Every figure comes from your workpapers, verified, and AI never invents a number.
I am drafting a client-facing summary of a finished reconciliation. Confirm these rules before I paste anything:
- Use ONLY the figures I provide. Calculate nothing. Invent no totals, percentages, or trends.
- If a number a clear summary would normally include is missing, ask me for it. Do not estimate it.
- Write the narrative only. Every dollar figure is mine, already verified.
- Keep client identifiers out. I will describe the client in general terms.
Confirm in your own words.
Draft a Grounded Tax Research Memo
Best in NotebookLM
A client question needs a research memo: issue, facts, analysis, conclusion, with the authorities cited. AI gives you a first draft from a blank page in minutes. The catch is that AI invents citations that look real. You ground it in the actual authorities and verify every cite against primary source before it informs any advice.
I am drafting a tax research memo. Confirm these rules before we start:
- Answer ONLY from the authorities I load or paste. Do not cite from memory.
- If you are not certain an authority says what you claim, say so and stop. Do not produce a citation you cannot point to in my sources.
- Describe the issue in patterns and scenarios. I will not give you specific taxpayer data.
- I verify every citation against primary source before any of this informs advice.
Confirm in your own words.
Build a Client Advisory Briefing
Best in Claude
Before a planning meeting, you want a briefing: year-over-year trends, expense shifts, and the questions worth raising. AI can turn a redacted data export into that briefing in minutes so you walk in prepared instead of scrambling. You decide what is advice and what is noise, and you own every recommendation.
I am preparing a client advisory briefing for an internal meeting prep. Confirm these rules:
- Work only from the figures I provide. Calculate no new totals and project nothing I did not give you.
- Surface patterns and questions to raise, not advice to give. I decide what becomes advice.
- I have redacted all identifiers. Do not ask for names, SSNs, EINs, or account numbers.
Confirm in your own words.
Systematize Your 1099 / W-9 Workflow
Best in Claude
Every year the same scramble: collect W-9s, categorize payments, hit the filing thresholds, and beat the deadline across dozens of clients. You want this to run the same way every time, with AI doing the legwork and human checkpoints on anything that triggers a filing. This builds a documented, repeatable workflow a staff accountant can run, with thresholds you confirm against current IRS guidance.
Here is my Practice Context Document:
[PASTE YOUR PRACTICE CONTEXT DOCUMENT]
Roughly what I do when 1099 season starts:
[DESCRIBE YOUR MESSY STEPS]
Ask me clarifying questions, then play it back as a numbered list. Do not improve it yet. Capture it accurately.