Your tax and bookkeeping work, done the firm's way, by Claude

42 ready-made skills that tie returns to QuickBooks, review drafts, close the month, and scope international filings. Installed in your own Claude account. Every output is a draft; your CPA signs off.

Book a 20-minute demo See the 42 skills

An open glass ledger with ruled green columns, a glass pen across the page and two stacks of glass coins beside it

In use at a Maryland CPA firm. Built on Anthropic's Claude. Your data stays in your account.

The problem

The work that eats review time

Tie-outs by hand

Return to books, Schedule L (the balance sheet on the return) to the QuickBooks balance sheet, Schedule M-2 (the equity schedule) to equity. Hours per return, repeated every season, and the first thing to slip when the queue grows.

Generic AI that guesses

A chatbot will invent a number, skip a step, or skip the CPA. You need something that cites the file, says what is missing, and stops.

A monthly close that depends on one person

Payroll entries, loan splits, reconciliations, open items: known steps, done differently each month.

What you get

One bundle, installed in your Claude account

42 skills

Each one is a written procedure Claude follows for one kind of task: what to read, what to check, what to cite, when to stop. Grouped into tax return work, international filings, monthly close, firm operations, and advisory.

The same answer every time

Every skill ends with the same six sections: Facts used, Missing information, Work performed, Exceptions, Recommended action, Review status. Your reviewers learn one format.

Firm controls built in

Eight rules every skill obeys: use only the attached files; cite document and line for every figure; never guess ownership, basis, elections or residency; never file, post or send anything; show every difference; mark every draft for CPA approval.

A reference library

A chart-of-accounts-to-tax-form map (300 account rows), review checklists for Forms 1040, 1041, 1065 and 1120-S, 11 reconciliation templates, client email templates, close procedures, and four small scripts that do the arithmetic (QuickBooks export normalizer, tie-out, rollforward, FBAR maximum value).

skills

sections in every output, always

fictional sample clients, so you can see it work before you trust it

per-seat fees

Skills

The 42 skills

Every skill is named for the job it does. Each row shows what the skill does; open it for what you attach, what you get back, and what it did on the sample client. Tier 1 skills are the ones most firms start with.

Tax return preparation and review (14)

S01Return to QuickBooks ReconciliationTier 1Ties every line of a draft business return to the QuickBooks books: Form 1120-S (the S corporation return) or Form 1065 (the partnership return), including page 1, Schedule K (the owners' share of income), Schedule L (the balance sheet on the return) and Schedules M-1 and M-2 (the book-to-tax reconciliation and the equity schedule).
You attach
The draft return, last year's return, the QuickBooks profit and loss, the balance sheets at the start and end of the year, the trial balance, the payroll summary and the fixed asset register.
You get back
A table of every return line against its QuickBooks accounts with the reason for each difference, the balance sheet tie-out, the equity rollforward, a variance log, the list of what is still unverified and a CPA review list.
On the sample client
Ties a $2 million dental practice's Form 1120-S in one run. On the version with planted errors it finds all four: cash understated by $1,250, officer pay off by $8,000, depreciation off by $4,300 and a $3,400 break in opening equity.
S02Taxable Income BridgeTier 1Explains, item by item, how the net income in the books becomes the ordinary business income on page 1 of Form 1120-S (the S corporation return) or Form 1065 (the partnership return), separating permanent differences, such as the half of meals that is never deductible, from timing differences, such as tax depreciation that runs ahead of book depreciation.
You attach
The QuickBooks profit and loss, the draft return, the fixed asset register and the payroll summary; plus the election paperwork if the return deducts a state pass-through entity tax.
You get back
The bridge table with every item, its book and tax amounts, its type and its source; a proof line showing the bridge lands on the return; the Schedule M-1 support; and a list of items the files could not support.
On the sample client
Bridges the dental practice's $368,750 of book income to the $370,850 on the return with nothing left over. On the planted-error version it isolates a $12,300 unexplained gap and traces it to two lines, $8,000 of officer pay and $4,300 of depreciation, rather than spreading it.
S03Schedule L Tie-OutTier 1Compares Schedule L (the balance sheet on the return) with the QuickBooks balance sheet at the start and the end of the year, line by line, and checks that this year's opening figures match last year's closing figures on the prior return.
You attach
The draft return, last year's return, the QuickBooks balance sheets at both year ends, the trial balance, and the lender statements, asset register and intercompany confirmations behind the balances.
You get back
A balance proof for both dates, the line-by-line tie-out in both columns, the prior-year rollforward, an explanation for every difference and a proposed reclassification where one is needed.
On the sample client
Ties all 16 lines of the dental practice's Schedule L to the cent at both dates. On the planted-error version it reports that the return's own totals no longer balance by $1,250, a $3,400 break against last year's return, and a $1,500 difference with the related company's confirmation.
S04M-1, M-2 and Equity RollforwardTier 1Rebuilds Schedules M-1 and M-2 (the book-to-tax reconciliation and the equity schedule) and ties the owners' equity on the return to the books: the accumulated adjustments account and distributions for an S corporation, the partners' capital accounts for a partnership.
You attach
The draft return, last year's return, the QuickBooks profit and loss and balance sheets, the fixed asset register, and the Schedules K-1 (each owner's share of income) for a partnership.
You get back
The book equity rollforward, the rebuilt M-1 and M-2 compared line by line with the return, the reconciliation of retained earnings to the accumulated adjustments account, the partner capital rollforward, and every difference logged.
On the sample client
Rebuilds the dental practice's M-1 and M-2 and explains every dollar between book retained earnings and the accumulated adjustments account at both dates. On the partnership sample it rolls each partner's capital and flags that the return reports capital on the book basis where the IRS requires the tax basis, for the CPA to decide.
S05Return Review ManagerTier 1Reviews a draft Form 1040 (an individual return), Form 1041 (a trust or estate return), Form 1065 (a partnership return) or Form 1120-S (an S corporation return) the way a review manager would: works through the firm's review checklist, ranks what to fix first, lists missing forms, checks carryforwards from last year and scores how ready the return is.
You attach
The draft return and last year's return, the books for the year, the workpapers, and the preparer's software diagnostics if there are any.
You get back
A ranked review queue with a severity and the next step for each item, the checklist with a result for every row, a carryforward table, a readiness score and the list of forms and documents still missing.
On the sample client
Reviews the dental practice's Form 1120-S against more than 50 checklist rows. On the planted-error version it ranks the officer pay error High, the depreciation error High and the prior-year equity break Medium, and says the return is not ready for the client's signature.
S11Basis, Debt and Distribution TrackerTier 2Tracks each owner's tax basis for the year (stock and loan basis for S corporation shareholders, outside basis for partners) and flags losses that cannot be deducted yet and distributions that may be taxable.
You attach
Last year's basis schedules or Forms 7203 (the shareholder basis form), the Schedules K-1 or the draft return, the ownership percentages, and the distributions and loans by owner.
You get back
A basis rollforward per owner in the order the rules require, a distribution test, a loan basis table, flags for loss limits and excess distributions, and the questions for the CPA.
On the sample client
Rolls the two dentists' stock basis from $180,000 and $120,000 to $247,830 and $165,220, with every K-1 item allocated 60/40. On the planted-error version it shows how the $3,400 prior-year break would change both owners' basis and leaves the fix to the CPA.
S12Fixed Assets, Depreciation and Form 3115 ReviewerTier 2Ties the fixed asset register to the books and to the return, recomputes each asset's tax depreciation, rolls forward cost and accumulated depreciation, and lists anything that may need Form 3115 (the form for a change in accounting method).
You attach
The fixed asset register, the QuickBooks profit and loss and balance sheets, the draft return with Form 4562 (the depreciation form), and the invoices or financing papers for new assets.
You get back
The depreciation bridge, the cost and accumulated depreciation rollforwards, an asset-by-asset recomputation, flags for Section 179 and bonus depreciation elections, a disposition table and the Form 3115 issue list.
On the sample client
Recomputes all eight assets of the dental practice and ties $84,200 of tax depreciation and $68,500 of book depreciation to the register, the books and the return. On the planted-error version it shows the return claimed $79,900, $4,300 less than the register supports, and asks the preparer to correct the return rather than the register.
S16Estimated Tax and PlanningTier 2Builds the assumption sheet and the estimated tax payment schedule for the owners and the entity, runs the safe harbor checks (the rules that protect a client from underpayment penalties), and lists planning points and risks.
You attach
Last year's individual and entity returns, the year-to-date financials, the payroll registers, the ownership percentages, and the estimates and withholding paid so far.
You get back
An assumption sheet that keeps the client's projection separate from the trend, an owner-by-owner projection, a payment schedule with due dates, the safe harbor checks and a planning list.
On the sample client
Annualizes the dental practice's $279,197 of year-to-date income into a $372,263 trend. When the client projects $447,000 instead, it shows the $74,737 gap, asks the CPA which basis to use, and runs the schedule both ways rather than choosing.
S17IRS and State Notice AnalyzerTier 2Reads an IRS or state notice and produces a plain summary (what the agency says, how much, by when), a comparison with what was filed, a response plan and draft correspondence for the CPA to approve.
You attach
The notice, the return it refers to, the related business return or Schedules K-1 if the income came through a business, any Forms 1099 the notice cites, and the date the client received it.
You get back
The notice summary, a deadline table with the working deadline, a notice-to-file comparison, the response plan with owners and dates, a draft client note and a draft reply to the agency.
On the sample client
Reads a CP2000 notice (an income-matching notice) proposing $473 of tax and interest on $1,800 of bank interest, finds the interest was reported on the S corporation's return and passed to the owner on her K-1, and drafts a conditional disagreement for the CPA. When the client received the notice 20 days late, it shortens the working deadline and says so.
S28Tax Return Document ExtractorTier 2Pulls the figures out of source documents (returns, Forms W-2 and 1099, Schedules K-1, statements, organizers, spreadsheets) into one organized table, with the tax year and the form line each figure maps to, so staff and the other skills can use them.
You attach
Any source documents, as PDF or spreadsheet.
You get back
A document inventory, the source summary table (document, page, field, value, year, form and line, confidence in the read), the same rows as a CSV file, and a list of pages it could not read.
On the sample client
Extracts a household's organizer answers, two Forms W-2, the Forms 1099 and 48 rows of foreign account balances exactly as printed. When two worksheets disagree on the same account's value, it records both rows and does not pick one.
S19Tax Research and Technical MemoTier 3Writes a tax research memo from a question and the facts: the issue, the facts with their sources, the authorities, the analysis, the alternatives, the open points and the decision left to the CPA.
You attach
The question, the client facts with the tax year and entity type, the jurisdiction, and the authorities you want relied on (code, regulations, instructions, rulings).
You get back
The memo, a fact table with every fact sourced, an authority table showing which sources were supplied and which still need retrieving, an alternatives table, and a conflict table where the request disagrees with the firm's references.
On the sample client
Writes the memo on whether $41,000 of Maryland pass-through entity tax is deductible by the S corporation. When the request asserts two rules that contradict the firm's Maryland reference, the memo shows both statements side by side and routes them to the CPA instead of adopting the request.
S25Real Estate Cost Segregation and DispositionTier 3Ties a property purchase and a cost segregation study (a study that splits a building into faster-depreciating components) to the fixed asset register and the return, builds the depreciation bridge, ties the mortgages to the lenders, and flags sales, like-kind exchanges and passive activity questions.
You attach
The closing statements, the cost segregation study, the fixed asset register, the draft return with Form 4562 (the depreciation form) and Form 8825 (the rental schedule), and the lender statements.
You get back
The basis allocation by property and asset class, the depreciation bridge, the return tie-out, the mortgage tie-out with each loan's recourse status flagged, disposition and exchange flags, and the passive activity questions.
On the sample client
Ties a two-property partnership's $2.2 million of buildings and a cost segregation study to the register and the return, and shows the $82,252 catch-up deduction agrees with the study. On the planted-error version it finds the return left $174,900 of reclassified components off the balance sheet and claimed $11,000 too little depreciation.
S26Trust and Estate Return ReviewerTier 3Reviews a Form 1041 (the return of a trust or estate): the income and distribution arithmetic, distributable net income, the income distribution deduction, the beneficiaries' Schedules K-1 and the state filing flags.
You attach
The trust instrument and amendments, the Forms 1099 and K-1s the trust received, the trustee's ledger of distributions, the draft Form 1041 with its K-1s, last year's return and the beneficiary details.
You get back
The review checklist with evidence for each row, the distributable net income computation, the income distribution deduction, a beneficiary reporting summary that compares expected and drafted K-1 amounts, state filing flags and the open questions.
On the sample client
Reviews a simple trust with $14,000 of income and $12,500 distributed in equal halves, and confirms the $12,500 deduction. On the planted-error version it finds the K-1s total $13,100 against a $12,500 deduction and points to the one beneficiary's K-1 that is $600 too high.
S27State and Multistate ComplianceTier 3Works out which states a business or an individual must file in, applies the firm's state decision tree, checks the Maryland pass-through entity tax election and payments, and lists apportionment, withholding, residency and credit questions. Ships with the Maryland module; other states on request.
You attach
The federal return, the owners' states of residence with any move dates, state source data (property, payroll and receipts by state) for a multistate business, and the pass-through entity tax election and payment records.
You get back
A state filing matrix, the decision tree record, the pass-through entity tax decision table tied to the return, a residency and part-year split for an individual, and the questions for the CPA with owners.
On the sample client
Confirms the dental practice files in Maryland only and ties its $41,000 of pass-through entity tax to the return. When a shareholder moves to Virginia mid-year, it adds the owner-level Virginia filing, the part-year allocation and the credit questions, and asks who moved rather than guessing.

International filings (5)

S06International Filing MatrixTier 1Works out which international forms a return needs: the FBAR (the foreign bank account report), Form 8938 (the statement of foreign financial assets), Form 8621 (foreign funds), Form 5471 (foreign companies), Form 1116 (the foreign tax credit) and the related forms, with the threshold, the facts relied on and what is still missing for each.
You attach
The organizer or intake answers, each person's citizenship and residency facts, the list of foreign accounts with monthly balances and exchange rates, and the ownership records of any foreign company.
You get back
A per-form filing matrix (required, not required or undetermined, with evidence), the account maximum values under both exchange rate conventions, the per-filer FBAR test, the Form 8938 threshold test, due dates and penalty exposure, and the facts still missing.
On the sample client
Scopes a household with four foreign accounts, a UK fund and a UK company, and computes each account's maximum value (for example $62,725 on the joint account). On the planted-error version it finds the prior preparer's worksheets disagree with each other on one account's value and left the fund's account off Form 8938.
S07PFIC Form 8621 WorkpaperTier 1Builds the Form 8621 workpaper for each foreign fund a client holds (a PFIC, or passive foreign investment company, such as a foreign mutual fund), with the lots, the distributions, the elections made in earlier years and the items the CPA must decide.
You attach
The fund statements, the purchase and sale records by lot, last year's Form 8621, any election statements, and the exchange rates for the distribution and year-end dates.
You get back
One workpaper per fund with identification, ownership, lots, election history, the year's distributions in US dollars, the disposition section, a continuity check against last year's filing and the unresolved election list.
On the sample client
Builds the workpaper for a UK fund held in three lots totalling 3,800 shares and converts the year's $1,323 distribution. On the planted-error version the fund statement shows only 3,700 shares with no sale; it reports the 100-share break, adjusts nothing and asks for the transaction history.
S08Form 5471 CFC AnalyzerTier 1Analyzes a foreign company a client owns for Form 5471 (the information return for US owners of foreign corporations): who owns what, whether it is a controlled foreign corporation, which filer category applies, which schedules are needed and which inputs are still missing.
You attach
The company's register of members or ownership chart, its formation documents, the trial balance for its full year, last year's Form 5471, and its foreign tax records.
You get back
The ownership chart with attribution, the controlled foreign corporation conclusion marked for CPA confirmation, the filer categories, a schedule-by-schedule checklist with gaps, the trial balance test, the financial inputs in US dollars and the high-tax exception review.
On the sample client
Analyzes a UK consulting company owned 100 percent by one spouse, confirms the filer categories and tests its 19 percent corporation tax against the high-tax threshold. On the planted-error version the trial balance is out by 1,000 pounds and last year's filing shows 90 percent ownership; it blocks the financial schedules and raises the ownership question rather than computing on bad data.
S09FBAR and Form 8938 ReconcilerTier 2Lists every foreign account with its highest balance for the year in US dollars, says whose FBAR (foreign bank account report) each account belongs on, and compares the FBAR with Form 8938 (the statement of foreign financial assets) so both forms list the same accounts.
You attach
The monthly balances for each foreign account, the exchange rates, the ownership and signature authority facts, and any prior-year worksheets to check.
You get back
The account inventory under both exchange rate conventions with whole-dollar FBAR values, the per-filer FBAR threshold test, the Form 8938 tests, a side-by-side comparison of the two forms, and the differences from any prior worksheets.
On the sample client
Builds the inventory for a couple's four accounts, totalling $148,170, and shows which account goes on whose FBAR, including one where the wife has signature authority only. On the planted-error version it finds the prior preparer's FBAR and Form 8938 worksheets give different values for the same account and that the fund account is missing from Form 8938.
S10Foreign Tax Credit AnalyzerTier 2Organizes foreign income and foreign taxes paid for Form 1116 (the foreign tax credit form): the income basket for each item, the taxes paid by country in US dollars, treaty and refund questions, and whether each tax is creditable.
You attach
The foreign tax documents or the client's schedule of taxes, the related income by country, the payee statements, the exchange rates, and last year's Form 1116 with any carryover.
You get back
The basket table, the taxes paid table, the treaty comparison with client questions, the small-amount election test, the creditable versus not creditable list with reasons, the carryover inventory and the questions for the client.
On the sample client
Places 181 euros of Irish deposit interest tax in the passive basket, confirms it is exactly 33 percent of the interest, and flags that the tax may be refundable under the treaty rather than creditable. It separates the UK company's corporation tax as an entity-level tax that does not belong on Form 1116.

Monthly close and bookkeeping (14)

M02Beginning Retained Earnings Tie-OutTier 1Checks that the opening equity in QuickBooks for the new year agrees with the closing equity on last year's return (Schedule L, the balance sheet on the return; Schedule M-2, the equity schedule; and for a partnership each partner's Schedule K-1), and classifies any difference as timing, a book adjustment, a prior-year correction or unresolved.
You attach
The QuickBooks balance sheet at last year end, last year's return as filed, and if available a later balance sheet, the CPA's prior-year adjusting entries and the draft current return.
You get back
The equity tie-out by component with a classification and owner for each difference, the opening equity computation, the adjusting-entry test, and a described (not posted) correcting entry when one is needed.
On the sample client
Ties the dental practice's $331,700 of opening retained earnings to last year's return to the cent. On the planted-error version it finds QuickBooks $3,400 higher than the filed return, traces the offset to accounts payable, and routes the amend-or-adjust decision to the CPA.
M03Payroll Journal Entry BuilderTier 1Turns the payroll provider's report for the pay dates into the journal entry for the period: gross wages by class, each withholding, each employer tax, benefits, 401(k) and net pay, plus the funding entry.
You attach
The payroll register or summary for the pay dates and the chart of accounts; the general ledger, balance sheet and bank statement if you want the tie-out.
You get back
The accrual entry line by line, the funding and remittance entry, totals by pay date, a tie-out to the register and the bank drafts, flags such as shareholder health insurance, and an import-ready CSV file.
On the sample client
Builds the September entry for nine employees over two pay dates, balanced at $75,183.54, and warns that importing it would post payroll twice because the ledger already holds it. On the planted-error version it spots a $2,340 check paid to an employee outside the payroll run.
M07Balance Sheet Reconciliation ChecklistTier 1Builds the balance sheet reconciliation checklist for a month: every account's ledger balance against its support (bank and card statements, lender statements, payroll registers, the asset register, intercompany confirmations), with stale reconciling items flagged and a status of ready, blocked or escalated for each account.
You attach
The balance sheets at the current and prior month ends, the general ledger for the month, and the statements, registers and confirmations behind each account.
You get back
The account-by-account checklist with difference, support document, stale items and status; an exception report for clearing accounts and unmatched payments; an intercompany table; and the variance log.
On the sample client
Reconciles the dental practice's September balance sheet with every account at zero difference. On the planted-error version it reports four items: a $2,340 debit sitting in payroll clearing, a loan balance $118 over the lender's, a $1,500 intercompany difference and a $640 deposit missing from the books.
M01Monthly Document IntakeTier 2Sorts the files a client sends for a month: what each document is, a proposed firm file name, how it matches the client's monthly checklist, what is still missing, and the questions for the preparer.
You attach
The incoming documents or the intake log, the client's monthly checklist, and the firm's client and entity codes for file names.
You get back
A triage memo with the documents received, the checklist comparison, the missing items with who to ask, the questions for the preparer, and a draft request for the missing documents.
On the sample client
Triages 11 incoming files for the dental practice's September close against an 11-item checklist and proposes a firm file name for each. When the client says a file labelled September is really August's statement sent again, it marks it a suspected duplicate and proposes no name that would overwrite the August copy.
M04Fixed Asset Addition Journal EntryTier 2Drafts the journal entries for a new asset and its financing from the invoice, the payment and the loan papers, decides what is capitalized and what is expensed, and updates the asset-addition workpaper.
You attach
The vendor invoice, the payment detail, the financing agreement or lender notice if any part is financed, the settlement statement for real estate, and the chart of accounts.
You get back
A cost and funding proof, a capitalization analysis per component, the tax facts and checkpoints (asset class, de minimis policy, mid-quarter test), the draft entry with a balance check, and the workpaper row.
On the sample client
Drafts the entry for a $95,000 scanner paid with $15,000 cash and an $80,000 loan advance, proved to zero. When the invoice shows $97,500 including $2,500 of staff training, it reports the $2,500 as a difference for the CPA to analyze rather than deciding what to do with it.
M05Loan Amortization UpdateTier 2Builds or updates the amortization schedule for each loan, ties principal and interest to the lender's statements and to QuickBooks, flags missing statements, and drafts the correcting entry for the period.
You attach
The lender statements and the lender's schedule or loan terms, the balance sheets at the dates to tie, and the general ledger or profit and loss for the period.
You get back
A schedule per loan with the lender balance beside each row, a three-way comparison of lender statement, schedule and ledger, a rollforward, the draft reclassification entry and the return tie when a return is attached.
On the sample client
Ties two commercial mortgages totalling $1.78 million to the lender at year end and at September to the cent. On the planted-error version it finds a payment split wrong in the books, $118 of principal posted as interest, and drafts the fix.
M06Transaction ReviewTier 2Reviews the general ledger for a period and lists the transactions that need a reviewer's eye or a client's answer: uncoded, unusual, personal, related-party, meals and entertainment, shareholder and other tax-sensitive items.
You attach
The general ledger for the period and the chart of accounts; the profit and loss, balance sheets and ownership percentages if you have them.
You get back
A scope proof that the ledger foots, a category summary, the reviewer sign-off queue with a flag and reason per line, the client question list, and tests of related-party balances and loan payments.
On the sample client
Scans 236 ledger lines for the dental practice's September and queues the meals, entertainment and distribution lines for review. On the planted-error version it also flags a $2,340 check paid outside payroll and a loan payment split that does not match the lender.
M08Month-End Adjustment AssistantTier 2Proposes the month-end adjusting entries (accruals, prepaids, depreciation, amortization, intercompany and similar) with the calculation behind each, the period to book it in, whether it reverses, and who approves it.
You attach
The balance sheets at the prior and current month ends, the profit and loss, the fixed asset register, and the prepaid, payroll, loan and intercompany support you have.
You get back
A source inventory, the proposed adjustment list with calculations and owners, a depreciation recomputation from the register, and an intercompany check.
On the sample client
Recomputes September depreciation from the dental practice's register at $4,701.08 and confirms the ledger already carries it, so no extra entry is needed. When the intercompany balance differs from the counterparty's confirmation by $1,500, it drafts a settlement entry marked "confirm with counterparty".
M09Monthly Books ReviewTier 2Writes the monthly books review memo before the financials go to the client: changes from prior months and budget, unusual balances and trends, cash and equity reasonableness tests, and questions with an owner for each.
You attach
The profit and loss for the review month and the prior month, the balance sheets for the last three month ends, the bank statement summary, and the budget if there is one.
You get back
The variance table with a reviewer question per line, the year-to-date table, the balance sheet movement table, the cash and equity reasonableness tests and the question list.
On the sample client
Reviews the dental practice's September books, explains the $16,423 increase in cash with nothing left over, and shows revenue down about 1 percent on the month. On the planted-error version it flags a payroll clearing account that is not zero and a $640 bank difference, and does not net the two.
M11Open Items TrackerTier 2Keeps the open-items list for a client and period: owner, date requested, follow-up date, status, effect on the close, days overdue, and a draft follow-up message for each item.
You attach
The existing open-items log, the client checklist for the period, the outputs of the other close steps, and today's date.
You get back
The updated log with the overdue arithmetic, a close handoff showing which steps can finish, and a draft message per owner marked for CPA approval.
On the sample client
Updates the dental practice's September log of four items and moves an IRS notice item to the CPA because a response is due in nine days. Run again two weeks later, it shows two items overdue with the days counted and puts the passed notice deadline first.
M121099 Preparation ListTier 2Prepares the year-end Form 1099 workpaper (the forms that report payments to contractors and landlords): payments by payee, who is reportable and on which form and box, what is excluded (card payments, corporations) and which vendors still need a Form W-9.
You attach
The vendor payments list for the calendar year with payment method and W-9 status, or the general ledger; and the profit and loss for the completeness test.
You get back
The filing workpaper, the exclusion table with reasons, the threshold table, the W-9 and TIN status table, the form and box table, a completeness test against the profit and loss and the reviewer approval list.
On the sample client
Lists five reportable payees for the dental practice (the lab, the landlord, the cleaner, the law firm and the associate dentist), excludes the marketing corporation and a vendor paid by card, and confirms every W-9. On the planted-error version it flags two reportable vendors whose W-9s are missing.
S13Monthly Close Quality ControlTier 2Runs one quality check over a finished monthly close: which close steps are evidenced, balances that look stale or unusual, a three-way cash tie-out (bank, QuickBooks, ledger activity), journal entries worth a second look and observations on the financial statements.
You attach
The balance sheet, trial balance and profit and loss for the month, the bank statement summary, and if available the prior month's balance sheet, the general ledger and the close checklist.
You get back
The close checklist status by step, the stale and unusual balance report, the cash tie-out, journal entry review prompts and financial statement observations.
On the sample client
Confirms the dental practice's September cash ties on all three legs. On the planted-error version it separates three problems that a quick look would blur together: a $2,340 payroll clearing balance, a $118 loan posting error and a $640 unrecorded deposit.
S14QuickBooks Cleanup and Catch-UpTier 3Plans the cleanup of books that are behind or unreliable: maps the accounts, tests the opening balances against the last filed return, lists the transactions to fix, and rates each period's readiness with the item blocking it.
You attach
The chart of accounts, the balance sheets and profit and loss for the range, the last filed return, and the bank, card, loan and payroll statements you have; the general ledger if available.
You get back
The account mapping table, the opening balance tie-out, the transaction exception list, a period-by-period readiness table and the ordered cleanup plan with owners.
On the sample client
Plans a nine-month catch-up for the dental practice and shows which months have reports and which have nothing to work from. On the planted-error version it finds the opening retained earnings $3,400 off the last filed return and escalates it before any cleanup starts.
M10Syft Report NarrativeTier 3Writes client-ready commentary on a Syft KPI report, after checking every figure in the report against QuickBooks and separating fact from interpretation.
You attach
The Syft report for the month, the QuickBooks profit and loss and balance sheet for the month, and the prior month's files for the comparisons.
You get back
A reconciliation table for every KPI cell (agrees, difference or unreconciled), a movement list, the draft narrative with fact and interpretation blocks, and the CPA approval line.
On the sample client
Reconciles all 27 cells of the dental practice's September report to QuickBooks and drafts the commentary. When a reviewer claims one KPI is 2 percent off, it rechecks every cell and reports what it found rather than explaining the claim away.

Firm operations (7)

S15Payroll, Sales Tax and PTE ComplianceTier 2Checks that payroll taxes, sales and use tax and the Maryland pass-through entity tax (the PTE tax) are filed and paid: ties the payroll register to the books and the return, tests the liability accounts, summarizes the pass-through entity tax payments, and builds the compliance calendar.
You attach
The payroll register for the year, the balance sheets and profit and loss, the filed payroll returns and deposit history, the pass-through entity tax records, and the draft return.
You get back
The expected figures for each payroll return, an unreconciled-liabilities table, the officer compensation test, the sales and use tax test, the pass-through entity tax summary, the compliance calendar and an exception report.
On the sample client
Ties $785,000 of the dental practice's wages and $59,859 of employer taxes to the books and the return and lays out the quarterly filing expectations. On the planted-error version it escalates an $8,000 officer pay difference and flags a $2,340 payment made outside payroll that belongs on a quarterly return.
S18Client Request and Explanation WriterTier 2Turns a CPA's notes into a client email in the firm's standard wording: a clear request or explanation, the deadline, the action steps, and nothing the CPA has not approved.
You attach
The CPA's notes, the recipient and preparer names, the deadline, the open-items log or checklist the request draws on, and the files behind any amount the email cites.
You get back
The template choice and reason, the item selection showing what was included or held back and why, the draft email, a placeholder list and a screen of every conclusion against the CPA approval marker.
On the sample client
Drafts a missing-documents email to a client for the one open item that is his and leaves out the items owned by others. When the notes include a conclusion the CPA has not approved (that the return will be amended), it leaves the sentence out and says why.
S21Client Onboarding and Data CompletenessTier 3Builds the onboarding tracker for a new client: the entities confirmed against a filed return, the scope of service, the missing documents, the deadline risks, and the recommended project structure and skills by role.
You attach
The engagement details, the prior return for each entity, the organizer or facts sheet, the entity documents, and the QuickBooks chart of accounts and access checklist for close work.
You get back
The entity confirmation table, the service scope table, the missing documents table, the deadline risk table, the recommended structure, and the draft onboarding emails and project instructions.
On the sample client
Onboards the dental practice for its return and monthly close, with a project, task names and the skills each role uses. When the request names a second entity that appears in no document, it refuses to set up a workspace for it and asks for the formation papers.
S22Review Ready QueueTier 3Ranks the returns and closes waiting for review by urgency, blocker and impact from the firm's tracker, and gives the next review step for each. It reads the tracker and changes nothing in it.
You attach
The return tracker and today's date; reviewer notes and missing-document status if you have them.
You get back
The ranked queue with days left, blocker, impact and next step; a blocked rows table with who clears each; a data quality exceptions table; and a portfolio summary.
On the sample client
Ranks a six-row tracker with the nearest deadlines first and the blocked rows named. When the tracker holds two rows for the same return with conflicting statuses, it lists the conflict instead of choosing one.
S23SOP and Training BuilderTier 3Writes a role-specific standard operating procedure, a checklist, exception handling and a short training quiz from the firm's existing procedures and policy, and keeps an update log.
You attach
The role the procedure is for, the source procedure or screen-recording notes, and any firm policy or change being documented.
You get back
The role procedure, the checklist with a completion standard per step, the exception table, the quiz with answers, the update log entry, and a conflict table when notes disagree with the current procedure.
On the sample client
Turns the monthly close procedure into a staff accountant version with a quiz. When recording notes propose posting adjustments before approval, the conflict table shows the notes against the firm's rule, and the procedure keeps the rule.
S29Deadline, Extension and E-file MonitorTier 3Tracks every return's federal and state filing status, the deadlines and extended dates, and the rejections, with the action and the cure deadline for each, and drafts the client notices.
You attach
The return tracker, the e-file status report, the extension data, any rejection notices, and today's date.
You get back
The status queue, the deadline list with days left, the extension table, the rejection action list with the perfection deadline, a mismatch table between tracker and report, and the draft client notes.
On the sample client
Shows three returns accepted and the days left to each extended date. When one return is rejected five days before its due date, it computes the cure deadline, names what the fix needs and drafts the client note without guessing the missing figure.
S30Engagement Scope, Fee and Risk ReviewTier 3Sizes up a new or renewing engagement: compares the inquiry, the organizer and the prior returns, flags complexity, lists the documents needed, proposes which services and skills apply, and gives internal prompts for the fee discussion.
You attach
The inquiry or organizer, the prior returns or a summary of them, the entity count and types, and the engagement terms if any.
You get back
A source comparison table, the complexity flags, the proposed routing to services and skills, the document list, the fee discussion prompts and the CPA decisions on acceptance and scope.
On the sample client
Assesses a household with four foreign accounts, a foreign fund and a foreign company, routes all five international skills and lists the forms. When a new inquiry describes the same household as a simple return, it finds the foreign company in last year's filings and says the return is not simple.

Advisory (2)

S20Entity Structure and Election AnalyzerTier 3Compares entity structures and elections for an owner (sole proprietorship, partnership, S corporation, C corporation) with the tax and compliance effects of each, the consequences of converting, and the elections and filings to consider.
You attach
The owners with percentages and states of residence, the current entity type, the projected income, the profit and loss and prior return, and the owners' goals.
You get back
An assumptions table, the scenario comparison, the conversion consequences table, the elections and filings table with deadlines, and a reconciliation of the projection to the books.
On the sample client
Compares keeping a two-property partnership as a partnership with electing S corporation status, including what happens to $1.78 million of mortgages. When the request projects $150,000 of income against $46,400 in the books, it shows the gap and asks for the basis of the projection.
S24Medical and Dental Practice AnalyzerTier 3Reviews a medical or dental practice's numbers: net collections, the key ratios (supplies, lab, staff cost and owner pay as a share of collections), margin observations, entity and payroll questions, and an agenda for the planning meeting.
You attach
The profit and loss for the year and the payroll summary; the production and collections report, provider compensation and owner goals if you have them.
You get back
The net collections table, the KPI table with every calculation shown, a reconciliation to any practice management report, the entity and payroll question table and the planning agenda.
On the sample client
Computes the dental practice's ratios on $1.98 million of collections: supplies 4.95 percent, lab 4.84 percent, staff cost 29.75 percent. When the practice management report says collections were $2.4 million, it shows the $417,000 difference and computes on the books until the gap is explained.

How a skill behaves

Built for a profession where guessing is not allowed

A skill reads only what you attach. It cites the document, year, entity, form, line and amount behind every figure. When it cannot confirm a fact, it says "Unverified" and lists what would confirm it. When a required file is missing, it stops and says so. It never files, posts, pays or sends. Every output ends with a review status, so the reviewer knows where to start.

Facts used. The files read and the key numbers relied on.
Missing information. What the skill needed but did not have, and who should supply it.
Work performed. The tables, tie-outs and calculations.
Exceptions. Differences, errors, anything that contradicts the files.
Recommended action. What to do next, including the points a CPA must decide.
Review status. Ready, Conditionally ready, Blocked, or Escalated, with a confidence and the reasons.

Every output is a draft and says "requires CPA approval before use". Figures that depend on a tax-year rate or form line carry a verify tag for the reviewer.

Proof

See it work before you trust it

Fictional sample clients

The bundle ships with three made-up clients: Brightside Family Dentistry PC (an S corporation on QuickBooks), Harbor Point Holdings LLC (a real estate partnership), and the Linden household (a Form 1040 with foreign accounts, a foreign fund and a foreign company). Each comes with clean files, files with planted errors, and files with pieces missing, so your team can watch every skill catch what it should catch. No client data is needed to evaluate it.

Reference

In use at a Maryland CPA firm for the 2025 filing season.

Pricing

One price for the firm. No per-seat fees.

Founding Firm bundle

$5,000 one-time

for the first ten firms, until December 15, 2026. Then $8,500.

All 42 skills, set up with your firm's name and installed in your Claude account by us, over a screen share.
The three sample clients, the owner's review guide and the admin guide.
A 90-minute session for your team and 90 days of support.
The next tax-year update included, then $1,500 a year for updates and support (form lines, thresholds and rates change every year; we keep the skills current).
Guarantee: if the clean sample runs do not pass in your own account within 14 days of installation, full refund.

Book a 20-minute demo

Custom

From $25,000

scoped in writing.

Your own checklists, email templates and close procedures written into the skills; additional state modules; a chart of accounts mapped to yours.

You need a Claude plan that supports custom skills and code execution. We set it up with you during installation if you do not have one yet.

Four steps

How it works

01
20-minute demo
We run two skills live on the sample clients. You see the output format and ask anything.
02
Installation, within a week
One call. We install the 42 skills in your Claude account, create the four sample-client projects, and run the first checks with you.
03
Your team's session
Ninety minutes. Each person runs a skill on a sample client and reads the output with us.
04
First real file
Start with one skill on one client (most firms start with S01 or M07). Expand from there.

FAQ

Questions we get asked

Straight answers. If yours is not here, ask us on a call.

Do we need a Claude subscription?

Yes. The skills run inside your own Claude account, so you need a plan that supports custom skills and code execution. If you are not on Claude yet, we set it up during installation.

Where does our client data go?

Into your own Claude account, under Anthropic's terms for your plan, and nowhere else. We never see your client files; installation uses the fictional sample clients.

Is this tax software?

No. It does not file, e-file, post entries or send anything. It prepares workpapers, reviews drafts and drafts correspondence, and every output is marked for CPA approval.

What if a skill gets something wrong?

It is built to say what it could not verify rather than guess, and a CPA reviews every output before use. Figures that depend on a tax-year rate or form line are tagged for the reviewer to confirm. The yearly update keeps those current.

Which forms are covered?

Form 1120-S (S corporations), Form 1065 (partnerships), Form 1040 (individuals) and Form 1041 (trusts and estates); the international forms: the FBAR foreign account report, Form 8938 (foreign financial assets), Form 8621 (foreign funds), Form 5471 (foreign companies), Form 1116 (the foreign tax credit) and the related forms; and QuickBooks Online bookkeeping. The state module ships for Maryland; other states are added on request.

Does it work with our accounting software?

The bookkeeping skills read QuickBooks Online exports (CSV). Returns are read as line-item exports or PDFs. Nothing connects to your software directly in this version.

Can we change how a skill works?

Yes. The skills are written procedures, not black boxes. The custom tier writes your own checklists and templates into them; the founding bundle uses the standard ones.

How long does installation take?

About a day of our time and one hour of yours, usually within a week of purchase.

Watch it tie out a return in ten minutes

Twenty minutes, on sample data, with the person who built it. Founding-firm pricing ends December 15.

Book a 20-minute demo See the 42 skills

Related Services

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Your tax and bookkeeping work, done the firm's way, by Claude

The work that eats review time

Tie-outs by hand

Generic AI that guesses

A monthly close that depends on one person

One bundle, installed in your Claude account

42 skills

The same answer every time

Firm controls built in

A reference library

The 42 skills

Tax return preparation and review (14)

International filings (5)

Monthly close and bookkeeping (14)

Firm operations (7)

Advisory (2)

Built for a profession where guessing is not allowed

See it work before you trust it

Fictional sample clients

Reference

One price for the firm. No per-seat fees.

How it works

20-minute demo

Installation, within a week

Your team's session

First real file

Questions we get asked

Watch it tie out a return in ten minutes

Related Services

Related Articles

Your tax and bookkeeping work, done the firm's way, by Claude

The work that eats review time

Tie-outs by hand

Generic AI that guesses

A monthly close that depends on one person

One bundle, installed in your Claude account

42 skills

The same answer every time

Firm controls built in

A reference library

The 42 skills

Tax return preparation and review (14)

International filings (5)

Monthly close and bookkeeping (14)

Firm operations (7)

Advisory (2)

Built for a profession where guessing is not allowed

See it work before you trust it

Fictional sample clients

Reference

One price for the firm. No per-seat fees.

How it works

20-minute demo

Installation, within a week

Your team's session

First real file

Questions we get asked

Watch it tie out a return in ten minutes

Related Services

Related Articles