AI Guides / AI for accountants

Answer client questions faster with AI, for accountants

You spend your evenings typing the same tax explanations to clients while checking their ledgers. AI drafts the email reply using numbers from their file so you only need to review and send.

What to gather first

• The client's original email
• Last year's tax return or current report
• Two past email replies you wrote

Which app

For this one, a plain AI chat window is enough. Open the chat, paste what you gathered, and type the message below.

How to do it

1. Paste the client's question. Copy the message your client sent into your chat window. Leave out their full name, address, and account numbers. Keep the core question clear.
2. Add the background figures. Paste the relevant numbers from the client's file directly below the email. Add a couple of examples of how you usually explain things to clients. This helps AI match your tone.
3. Ask for an email draft. Tell AI to draft a plain reply based only on those figures. AI writes out the explanation and lists the missing items the client still owes you. You get a working draft in seconds.
4. Review and send. Read through the text to confirm the figures match the file. Adjust any phrasing that does not sound like you. Paste the draft into your email app and send it.

What to type first

Change the words to match your business. AI follows what you say, so say what done looks like.

Before you trust it

• Compare every dollar amount in the draft against the client's real statement.
• Make sure the draft does not invent tax rules or deadlines not in your prompt.
• Check that the tone sounds like your own firm before you hit send.

Try using AI to draft your year-end document reminder lists for clients who still owe you paperwork.

More for accountants

• Make sense of tax notices
• Chase unpaid invoices