AI for Accounting & Bookkeeping Firms
Updated
For accountants, bookkeepers and the people who run the office at a small firm. Live so far: “Turn a Client Meeting into Action Items and a Follow-Up Email (Accounting Firms)”, “Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms”, “Analyze a Client's P&L Export with ChatGPT (Accounting & Bookkeeping Firms)” and “Jotform AI: Build a Client Intake Form from One Prompt”. 1 more lesson in this path is on the way.
Work through them in order: each step builds on the one before it, and every module runs in a practice copy of ChatGPT and Jotform right in your browser. It is free, and no experience is needed.
Beginner 4 modules about 36 minutes Free Start the path free
The path: 4 steps
- Step 1: Turn a Client Meeting into Action Items and a Follow-Up Email (Accounting Firms)✓ Done
Turn the transcript of a client's quarterly review into the decisions, an action items table with owners and due dates, and a follow-up email to the client.
Free · about 9 minutes · Watch the video · Read the guide · Next up: Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms
- Step 2: Reply Faster to Clients Chasing Their Refund: ChatGPT for Tax and Bookkeeping Firms✓ Done
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.
Free · about 10 minutes · Watch the video · Read the guide · Next up: Analyze a Client's P&L Export with ChatGPT (Accounting & Bookkeeping Firms)
- Step 3: Analyze a Client's P&L Export with ChatGPT (Accounting & Bookkeeping Firms)✓ Done
Upload a client's Profit and Loss Detail export to ChatGPT, catch duplicate bank-feed entries and uncategorized rows first, then get a monthly P&L summary, a chart and three takeaways for the client review.
Free · about 11 minutes · Next up: Jotform AI: Build a Client Intake Form from One Prompt
- Step 4: Jotform AI: Build a Client Intake Form from One Prompt✓ Done
Describe a client intake form to Jotform AI, fix it with Form Copilot, add a show/hide rule in plain words, and copy the link to send to new clients.
Free · about 6 minutes · Last step
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How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
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