For CPAs, bookkeepers & accounting professionals

Turn Claude into an accounting powerhouse — in under 5 minutes.

200 professionally-built accounting workflows for Claude. Engagement letters, client memos, compliance checklists, and financial reports — precision-built for how you actually practice.

5 free credits on signup  ·  Credits never expire  ·  No subscription

🔒 Your data stays on your machine. We never see your clients, documents, or details.

Up and running in under 5 minutes

No technical setup. No prompt engineering. Just real professional output from step one.

1
30 seconds

Get your free credits

Enter your email and get your license key instantly. 5 credits, no credit card required.

2
1 minute

Download the free AI app

Get Claude Desktop from Anthropic — it's free. This is the AI your tasks run inside.

3
1 minute

Run our installer

Double-click the installer, paste your license key, and it configures everything automatically. Done.

4
Instant

Run your first task

Type what you need. AccountingTasksAI finds the right task automatically and delivers professional output.

Built for CPAs

Every task built for returns, clients, and the work between deadlines.

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Client Onboarding & Engagement

Purpose-built tasks covering client onboarding & engagement for CPAs.

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Tax Season Administration

Purpose-built tasks covering tax season administration for CPAs.

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Bookkeeping & Reporting

Purpose-built tasks covering bookkeeping & reporting for CPAs.

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Payroll Administration

Purpose-built tasks covering payroll administration for CPAs.

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Compliance & Regulatory Documentation

Purpose-built tasks covering compliance & regulatory documentation for CPAs.

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Client Communications

Purpose-built tasks covering client communications for CPAs.

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Financial Statement Preparation

Purpose-built tasks covering financial statement preparation for CPAs.

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Practice Management

Purpose-built tasks covering practice management for CPAs.

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AccountingTasksAI is coming soon

We're putting the finishing touches on AccountingTasksAI. Join the waitlist and be first to know when it launches — you'll get early access and a free trial.

Join the Waitlist →

Ready to get started?

Join professionals who've stopped wrestling with generic AI and started getting work done.

Join the Waitlist — Free

5 free credits · No credit card · Works in 5 minutes