For CPAs, bookkeepers & accounting professionals

Turn your AI app into an accounting powerhouse — in under 5 minutes.

200 professionally-built accounting workflows for your AI app. 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

🔒 AccountingTasksAI does not receive your document content. Your chosen AI provider may process prompts and files under your account and privacy settings.

From signup to a useful first file

Choose one outcome, connect the AI app you already use, and create a draft you can review.

1
No card required

Get your free credits

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

2
After signup

Choose your AI app

Use Claude Desktop, Cursor, Codex, or Windsurf. The next page shows the tested setup path for your selection.

3
One primary action

Copy the setup prompt

Copy one setup prompt into Codex, Cursor, or Windsurf. Claude Desktop uses one copy-and-paste Terminal command.

4
Use a real task

Create your first file

Use the first-task prompt, answer the requested questions, and review the structured local draft before using it.

Built for CPAs

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

👤

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 create your first useful file?

Start with one real task, review the result, and decide whether the workflow earns a place in your process.

Join the Waitlist — Free

5 free credits · No credit card · Choose your AI app after signup