One-person tax practice, Richmond, Virginia (The Millennial CPA)
- Size
- 1 (solo practitioner)
- Where
- US
- Tool
- Claude
What the AI did
Keeps a Claude project per client and has it draft tax workpapers from redacted documents, which he then checks and keys in by hand.
The result
A C corp workpaper that used to take six or seven hours now takes about an hour of back-and-forth. A two-hour individual workpaper takes roughly 15 minutes.
Check before trusting
Tie every figure back to a source document. He re-keys the numbers himself as a check, so do the same. Redact client data first.
Prompt to try it
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here are the redacted source documents for [CLIENT_CODE] for tax year [YEAR]. Build a workpaper in a table grouped by [SCHEDULES]. Give the source document for every figure and list anything missing.
Source
Earmark CPE ↗, 14 August 2026 · press
This source is independent of the tool supplier or is an official publication.
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