# Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms: video walkthrough > Watch the 3:07 video walkthrough of Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms in ChatGPT: 6 chapters, the full… Source: https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video · Updated 2026-10-02 · Free from Stepthrough (https://learn.ynteractive.com) Updated October 2, 2026 A client wants a refund date while two tax forms are still missing. Give ChatGPT the thread and your firm's facts, catch the date it shouldn't promise, and send a calm, clear reply from Gmail. The whole lesson in 3:07, narrated step by step. **Simulated practice environment.** Recorded in Stepthrough’s simulated practice environment, not the live tool. Practice it yourself free at learn.ynteractive.com. 3:07 · 6 chapters · 20 steps · narrated with the lesson’s own voice-over ## How do you want to learn? - [Practice it step by step: Interactive, in a practice copy of ChatGPT, about 10 min](https://learn.ynteractive.com/modules/accounting-reply-faster) - [Watch the video: 3:07, narrated, with chapters](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video) - [Read the guide: 20 steps with screenshots](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/guide) Lesson overview: [Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting) ## Chapters Click a chapter to jump the video there. 1. [0:00 Intro: what you'll build](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=0) 2. [0:13 Copy the thread](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=13) 3. [0:53 Give ChatGPT the context](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=53) 4. [1:30 Check every promise](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=90) 5. [1:58 Fix it and warm it up](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=118) 6. [2:27 Send it from Gmail](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=147) ## Now do it yourself, free Watching is the warm-up. The interactive lesson puts you in a practice copy of ChatGPT: you do every step yourself, it checks your work, and “Do it for me” finishes any step you get stuck on. Nothing touches your real accounts. [Practice “Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms” step by step](https://learn.ynteractive.com/modules/accounting-reply-faster) ## Full transcript ### Intro: what you'll build [0:00](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=0) It can't reply to a client chasing a refund. A tax client's email thread at Northgate, tax and bookkeeping. You'll give ChatGPT the thread and your firm's facts. Check every promise and fix the refund data made up. Let's build it. ### Copy the thread [0:13](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=13) Here's the inbox for Northgate Tax and Bookkeeping, a small local firm. Greg's thread has four messages, a refund he's anxious about, and two tax forms that still haven't come in. Click the thread to open it. [0:24](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=24) Gmail folds up the older messages, so only the newest one is open. You want the whole story, so click Expand all, the double-arrow icon at the top right. [0:33](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=33) Read it through once. Greg wants a refund date, thinks he already sent one of the forms, and wants to email you his new bank account numbers. Now select all four messages and copy them. If there's anything private in there, like a Social Security or account number, leave it out. Here, just click the messages. [0:49](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=49) Now switch over to ChatGPT. Click the ChatGPT tab at the top. ### Give ChatGPT the context [0:53](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=53) You're in a fresh chat. You'll give ChatGPT three things in one message: the thread, the facts, and what a good reply looks like. Click the message box. [1:01](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=61) First, the thread. One line tells ChatGPT what it's looking at, then the emails, oldest first. Click Paste thread. [1:07](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=67) Next, the facts. ChatGPT can't see your client portal, your firm's turnaround, or what you can honestly say about a refund, so spell them out. Number them, so you can check them later. Click Paste facts. [1:17](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=77) Last, tell it what a good reply looks like: the tone, the three questions to answer, and a word limit. And one rule that matters most: don't invent details or promise anything that isn't in the facts. Click Paste instructions. ### Check every promise [1:29](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=89) Thread, facts, and instructions, all in one message. Click the send arrow. [1:33](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=93) That's a solid first draft. It apologizes once, lists what's in and what's missing, and keeps the bank numbers out of email. But read the timing paragraph: a refund by the end of October. None of the facts you gave it say that. A draft can sound helpful and still promise too much. Click the message box. [1:50](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=110) Ask ChatGPT to check its own work: every promise in the reply, next to the fact that backs it up. Click Paste check. [1:56](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=116) Click the send arrow. ### Fix it and warm it up [1:58](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=118) Five of the seven claims match a fact. The refund date doesn't, and ChatGPT caught one you might have missed: you finish the return in five business days, but you can't file until Greg and Lena sign. Still compare the table with your own facts, since you know the firm. Click the message box. [2:14](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=134) Now ask for specific changes, not just make it better. Use both suggested wordings, make it a little warmer and easier to scan, and keep every other fact exactly the same. Click Paste fix. [2:25](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=145) Click the send arrow. ### Send it from Gmail [2:27](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=147) Read it once more. The missing forms are clear, the signing step is there, and there's no refund date you can't keep. It even acknowledges the tuition bill without promising anything. Click the copy button under the reply. [2:39](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=159) Back to Gmail. Click the Gmail tab. [2:41](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=161) Under Greg's last message, click Reply. Your answer stays in the same thread, which is why you told ChatGPT to skip the subject line. [2:48](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=168) Paste in the reply you copied. Click Paste reply. [2:51](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=171) One last read before it goes out. ChatGPT wrote the draft, but your name is on it, so check the missing forms, the signing step, and the refund answer. Everything's right. Click Send. [3:01](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/video?t=181) Simple as that. We show you and you do it. Sign up below to learn AI automation for free. [Read the step-by-step guide with screenshots](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting/guide) · [Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms: lesson overview](https://learn.ynteractive.com/content/chatgpt-reply-client-refund-emails-accounting) · [All free videos](https://learn.ynteractive.com/content/videos)