Prompt library
Fifteen prompts for Canadian firm work. Pick the task you're on.
Never paste client-identifiable or confidential information into a public AI tool. Anonymize inputs, and have a qualified professional verify every output.
Set once — these carry across every prompt in the library.
New-client onboarding intake
Generate a structured intake for a new engagement — no client data goes in.
Engagement letter drafting
Produce an engagement letter for a defined scope.
Client explainer (plain-language)
Turn a technical position or concept into something a client understands.
Prior-year variance analysis
Fast analytical review comparing current-year figures to prior year.
Bank reconciliation discrepancy
The bank rec is out and you want the likely cause. (Bump to reasoning tier if it slips.)
Month-end anomaly review
Running or reviewing month-end close on de-identified summary figures.
GST/HST return reasonableness check
Sanity-check a return before filing, using de-identified totals.
Client email (any routine scenario)
Draft a routine client email — document request, deadline reminder, welcome, fee change, status update.
Turn a process into an SOP
Turn a firm process into a written SOP for staff.
Canadian tax research (first pass)
A fast first-pass on a Canadian tax question — orientation, not a filed position.
Legislation / guidance summary
Condense a specific piece of law or CRA guidance. Works off pasted text, not memory.
Thought-leadership / content post
Draft a LinkedIn post, newsletter blurb, or short article on a tax or practice topic.
Checklist generator
Generate a firm/engagement checklist (year-end close, T1 season, new-client, etc.).
Management / financial commentary
Turn de-identified figures into plain-language management or board commentary.
CRA letter → action plan
Internal triage of a CRA letter from a de-identified summary (not the reply itself).
Request a prompt or topic
Tell us what would actually help in your practice — a prompt you wish existed, or something about AI and accounting in Canada you'd like explained.