AI prompts
Client emails, document requests and month-end notes for small practices, with the accountant making every call. Copy a prompt into Claude, ChatGPT, Gemini and Copilot, fill in the brackets and check the answer before you use it.
Answer client questions
FreePaste a client's question and your own notes on the answer, and get a clear, friendly reply in plain English for you to check and send.
Works in Claude, ChatGPT, Gemini, Copilot
Chase missing documents
With a planList what each client still owes you and get a polite, escalating reminder sequence with a clear checklist, so year-end and quarter-end stop stalling.
Works in Claude, ChatGPT, Gemini, Copilot
Write monthly report commentary
With a planPaste a client's monthly figures and get a short plain-English commentary on what changed, questions to ask, and items to review before it goes out.
Works in Claude, ChatGPT, Gemini, Copilot
The Dapols plan for accountants and bookkeepers picks the AI tools for your budget and hands over the steps, prompts and automations to run them.
This page has 3 prompts written for accountants and bookkeepers, each doing one everyday job. They work in Claude, ChatGPT, Gemini and Copilot.
One prompt is free to copy in full. The others are included with every Dapols plan; their summaries and safety checks are free to read.
