Archives
Every article, by month.
AI for Bookkeeping and Accounting: What Bookkeepers Should Automate First
AI for bookkeeping and accounting, in order: which five tasks bookkeepers can hand to AI first, the prompts to use, and the client data that should stay out.
Best AI for Lawyers: Eight Legal Tools by Practice Task
Eight legal AI tools for lawyers grouped by task: research, matter work, contract review and firm-wide platforms, with pricing access and vendor data terms.
Best AI for Accountants: Seven Tools Matched to Close, AP and Audit Work
Seven AI tools for accountants grouped by job: bookkeeping, month-end close, accounts payable, audit risk review and Excel analysis, with prices and data terms.
AI for Accountants: Eight Workflows, Copyable Prompts and the Guardrails Behind Them
AI for accountants: eight practical workflows with copyable prompts, plus the Section 7216, Safeguards Rule and AICPA limits on what client data can go in.
ChatGPT Prompts for Accountants: 12 Copyable Templates by Task
Twelve ChatGPT prompts for accountants covering client emails, close, Excel, research and training, each with placeholders and a note on what to keep out.