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Use AI to build the firm's workflows and reusable prompts, not to handle client data
Small CPA firm owners including Cheryl Hannafin, sole proprietor of Public Trust CPA (Journal of Accountancy)
Hannafin uses AI mainly to build workflows and automations rather than to touch client data; another owner keeps a library of saved ChatGPT prompts and templates for repeat work and asks ChatGPT to turn a good result into a reusable prompt.
From $8/mo (checked prices)
Easy · or we do it from $497
ChatGPT, Claude, Microsoft Copilot
The problem
Small firms have limited staff time to build processes and client deliverables.
What happened
Self-reported in the Journal of Accountancy: significant time saved on repeatable work. No figures given.
News report Source: Journal of Accountancy (2026-08-01) · Added 2026-10-13. Results as reported by the source; we haven't independently verified them.
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How to set it up yourself
- List the deliverables you make every month.
- Perfect one with ChatGPT, then ask it to turn that into a reusable prompt.
- Save prompts in a shared doc.
- Use enterprise plans if client data is involved.
Copy-paste prompt
You just helped me produce this deliverable: {OUTPUT}. Turn our conversation into a reusable prompt with placeholders so next time I get a similar result in one step.Tools used
ChatGPT
General AI assistant for writing, research, brainstorming and analysis.
From Go $8/mo (Plus $20/mo) (checked 2026-10-13)
Visit site →
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-13)
Visit site →
Microsoft Copilot
Microsoft's AI assistant, integrated with Microsoft 365 apps.
From Individuals from $9.99/mo; Business from $23.50/user/mo paid yearly (checked 2026-10-13)
Visit site →Some tool links may be affiliate links. Disclosure
Checked prices: ChatGPT: from Go $8/mo (Plus $20/mo) (verified 2026-10-13) · Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-13) · Microsoft Copilot: from Individuals from $9.99/mo; Business from $23.50/user/mo paid yearly (verified 2026-10-13)
Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. Single use case $497. Satisfaction guarantee: we'll fix it until it works, or refund your setup fee. Terms. We reply within 1 business day.
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