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.

October 9, 2026

Build a content machine that plans 90 days of posts

Everyone posts in January, and most offices can't keep it up. This session builds a content machine that plans 90 days of posts in your voice and your look.

6 prompts

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Hire a training director that turns screen recordings into SOPs

Every season someone needs training, and every season the materials go stale. This session builds an agent that turns one rough recording into an SOP and a video.

2 prompts

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Build a signature offer and the page that sells it

When everyone sells tax prep, the first question is price. This session builds a named offer, a one-page site for it, and the messages that launch it.

5 prompts

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Build a relationship agent that writes to every past client

The best time to talk to a client is when you need nothing from them. This session builds the files and the agent that writes to both of your client lists.

5 prompts

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Build a marketing department that works while you do taxes

Every season starts with a plan to post more, and every February the plan is gone. This session builds a head of marketing and a team that keeps posting for you.

3 prompts

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Build a sales agent that follows up on every lead

Leads go quiet because they are stuck, not because they said no. This session builds the files and the follow-up machine that writes every touch in your voice.

3 prompts

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Hire a chief of staff that actually does the week

A Monday plan through January, plus the person who drafts the emails, reviews, and posts. Not another reminder. The work gets done.

6 prompts

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Build a local engine that gets your office found first

Nearby searches, reviews, and word of mouth should point to you. This session hands you the listing rewrite, the posts, and three moves for this week.

2 prompts

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Hire an AI ad manager that books appointments, not likes

Three finished ads in your voice, a first-test budget that will not sink you, and the follow-up when someone replies — no refund promises, no robot look.

3 prompts

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Build your ambassador program — starting with people you know

The pitch, the pay math, and the day-one kit. People you already know start sending clients, without ever touching a return.

3 prompts

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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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