Prompt library
Fifteen prompts for Canadian firm work. Pick the task you're on. Working in a spreadsheet? See the Excel prompts.
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.
Advisory & draftingNo client data — safe anywhereBalanced
New-client onboarding intake
Generate a structured intake for a new engagement — no client data goes in.
Advisory & draftingNo client data — safe anywhereBalanced
Engagement letter drafting
Produce an engagement letter for a defined scope.
Advisory & draftingNo client data — safe anywhereBalanced
Client explainer (plain-language)
Turn a technical position or concept into something a client understands.
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.