Claude for tax pros - the AI-powered office setup

Our kickoff session. How to set up Claude for your tax office, what to use it for first, and how to think about AI as a coworker.

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About this session

What we covered

The very first session of The AI-Powered Tax Office series. We covered the foundations - what AI tools tax pros should actually be using, how to think about AI as a coworker rather than a tool, and the first practical workflows to try in your office.

If you missed this one, start here. It sets up the language and frameworks we use every Friday going forward.

Short on time? Here's what you'll walk away with

The difference between AI chat and AI agents

Why Claude Cowork is built for tax pros

The first 3 workflows to set up in your office

How to think about AI as a member of your team

Prompts from this session

Copy and paste - these are the exact prompts we used

8867 due diligence reviewer

You are my 8867 due diligence reviewer. I'm preparing a return that claims [list which: EITC / CTC / ACTC / ODC / AOTC / HOH].
Here's the situation in plain English - no SSN, no full name: [paste 4-6 lines: age, filing status, qualifying children with ages and relationship, income type and amount, anything weird]
Do three things for me:
RED FLAGS - what would make an IRS examiner pause? Reference §6695(g) reasoning.
QUESTIONS I MUST ASK - give me the exact follow-up questions to ask this client today to satisfy the knowledge requirement.
DOCUMENTS I MUST KEEP - numbered list of proof for the 3-year retention file.
Be blunt. Assume I will get audited.

Show full prompt

You are my 8867 due diligence reviewer. I'm preparing a return that claims [list which: EITC / CTC / ACTC / ODC / AOTC / HOH].
Here's the situation in plain English - no SSN, no full name: [paste 4-6 lines: age, filing status, qualifying children with ages and relationship, income type and amount, anything weird]
Do three things for me:
RED FLAGS - what would make an IRS examiner pause? Reference §6695(g) reasoning.
QUESTIONS I MUST ASK - give me the exact follow-up questions to ask this client today to satisfy the knowledge requirement.
DOCUMENTS I MUST KEEP - numbered list of proof for the 3-year retention file.
Be blunt. Assume I will get audited.

NEXT FRIDAY · 12PM ET

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Every Friday we go deep on a different workflow. Live Q&A with peers, real prompts you can use the same day, and one tax pro wins $50 cash. Free, always.

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