Clients ask the same tax questions repeatedly. AI can help you answer them faster and more consistently.
Build an FAQ prompt. Create a prompt that sets the context: ‘You are a CPA at a small accounting firm. Answer the following client question in plain language, under 150 words, without giving specific legal advice. Question: [paste question]’
Use cases:
- ‘What can I deduct as a home office expense?’
- ‘Should I be paying quarterly estimated taxes?’
- ‘What records do I need to keep for my vehicle deduction?’
Review before sending. Always review AI-drafted responses for accuracy before sending to clients. AI is drafting, not advising — your professional judgment is the final check.
Time saved: Answering common questions goes from 10-15 minutes of writing to 2-3 minutes of review.