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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
AI PromptsSave 3-5 hours a week
Save hours every week with the Bookkeeper AI Prompts
62 agentic skills for monthly close, reconciliations, and client comms. Ambient CPA-boundary guard keeps you out of tax-advice territory.
Get the pack for $19One-time payment · Updates free for life
/financial-summary plugin — one command, drafts your client-ready financial summary. $0.