Session Library

The AI-Powered Tax Office Library

Every Friday's session, the prompts we shared, the workflows we built. Come back anytime - copy what works.

July 31, 2026

Rebuild your brand and hire a marketer that never sleeps

SmartWiz walks through rebuilding your brand from scratch — a Brand Director prompt that writes BRAND.md from your images, then a flyer prompt wired to your HQ.md and brand system.

2 prompts

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Build a review and referral engine on autopilot

SmartWiz walks through a three-prompt review and referral engine — HQ.md for your practice, a review kit for every finished return, and referral content that stays Circular 230 safe.

3 prompts

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Capture how your clients talk — then run a mid-year check-up agent

SmartWiz walks through a Voice of the Customer intake and the mid-year check-up prompts that turn client language into outreach that sounds human, not salesy.

3 prompts

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Prompt AI agents the new way — Job, Context, Rules, Output

SmartWiz breaks down the four-part agent prompt and shares the ultimate marketing agent pack — BUSINESS.md, BRAND.md, and Social Media Team — then runs a short categorizer live.

4 prompts

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Hire an AI marketing team for the 4th of July and America's 250th

SmartWiz walks through the ultimate marketing agent again — this time building two holiday posts for Facebook and Instagram in your voice, on your brand.

3 prompts

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Build the ultimate AI transaction agent for your tax office

SmartWiz walks through the ultimate transaction agent — three prompts that profile your practice, capture your categorization rules, and sort bank transactions and receipts your way.

3 prompts

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Build the ultimate AI marketing agent for your tax office

SmartWiz walks through the ultimate marketing agent — three prompts that interview you, build your brand files, and generate platform-native social posts in your voice.

3 prompts

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