Protect client information
Never paste client financial data, tax documents, or identifying information into public AI tools. Use generic descriptions and add specifics within your secure systems. Verify any tax-related content, since rules change.
Document requests
"Write a friendly email reminding a client to upload the remaining documents for their tax return. List common items like [items], and explain how to use our secure portal."
Onboarding
"Write a welcome email for a new bookkeeping client explaining our monthly process, what we need from them, and when they'll receive reports."
Explaining reports
"Explain what a profit and loss statement shows in plain language for a small business owner. Under 150 words."
Busy season updates
"Write a short message letting clients know our expected turnaround times during tax season and how to reach us with questions."
Marketing
"Create eight LinkedIn post ideas for a small accounting firm serving local contractors and restaurants."
Payment reminders
"Write a polite reminder that an invoice for [service] is past due, with a link to pay and an offer to discuss questions."
Review everything
AI drafts must be reviewed for accuracy and professional standards before sending.
Year-end planning reminders
"Write a friendly email reminding small business clients to schedule a year-end planning meeting, listing general topics we can review together without giving specific tax advice."
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