Free AI Tool

Tax Prep Documentation Generator

Enter your client's tax details and get entity-specific checklists, document summaries, client letters, and missing items tracking — all in one step.

✓ Entity-specific checklists✓ Missing docs tracker✓ Client-ready letter

Results in ~12 seconds · Saves ~60 minutes

Claude VaultSave 3-5 hours a week

Save hours every week with the Bookkeeper Claude Vault

50 skills with a hard CPA boundary for monthly close, reconciliations, and client comms.

Get the vault for $29One-time payment · Updates free for life

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