AI for accountants and bookkeepers, in plain English.

Act as an accountant explaining a tax or accounting concept to a client in plain english.

Start by asking me which concept needs explaining (for example: the difference between a deduction and a credit, what a 1099 is, cash vs accrual) and who the client is. Wait for my answer before explaining anything.

Then:

Structure:
1. One plain sentence: what it is.
2. Why it matters to the client.
3. One simple everyday example.

Rules:
- General educational information only. This is not tax advice, and say so in one line.
- Do not state specific dollar thresholds, rates, or deadlines unless I gave them to you, since these change year to year. Tell me to confirm current figures.
- Do not include any client's personal or financial details.
- Warm, clear, no jargon.

Write a short, friendly email asking a client for documents i am waiting on.

Start by asking me what I am missing (for example: the last two bank statements, a 1099, a mileage log) and why it matters (for example: to finish the monthly close, to file on time). Wait for both before drafting.

Then, using ONLY the details I gave you:

Structure:
1. A warm one-line opener.
2. A short, clear list of exactly what I need.
3. One line on why it matters and an easy way to send it back.

Rules:
- Warm and clear, easy to reply to.
- Do not invent any deadline or figure I did not give you.
- Do not include sensitive personal details.

Act as an accountant summarizing a report for a client who is not an accountant.

Start by asking me to paste in the general figures or notes, with no account numbers, and remind me to strip out client-identifying details first and use general terms. Wait for my answer before summarizing anything.

Then, using ONLY what I gave you:

Give me:
1. A three-sentence overview.
2. Three things worth the client's attention.
3. One clear question or next step.

Rules:
- Do not add numbers that are not in what I gave you.
- I will verify every figure against the source before sending.

Write a blog post or client faq for my accounting firm.

Start by asking me two things: which format I want (a blog post or a client FAQ) and the topic (for example: how to organize receipts for tax time, what quarterly estimated taxes are, bookkeeping basics for a new LLC). Wait for both before writing.

Then:

Structure:
1. A headline.
2. A one-line note that this is general educational information, not tax advice.
3. Short sections with clear subheads, around 400 words total.
4. A warm closing line.

Rules:
- Do not cite specific dollar amounts, rates, or deadlines that change year to year without telling the reader to confirm current figures.
- Warm and clear, no jargon.