Accountants and bookkeepers
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.
Everything else on this page is free to read. The prompt itself is included with every Dapols plan.
This prompt is included with every Dapols plan
Any plan, the one-time setup or the monthly subscription, unlocks “Write reminder emails to chase missing client documents” and every other prompt in the library.
What this prompt produces:
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Check each checklist against your records before sending, and confirm any deadline or consequence you mention. Use client codes or first names only when pasting, and send through your secure portal if documents contain sensitive data.
Yes. It is good at turning a messy list of missing items into a clear checklist and a polite reminder sequence. You still choose when to send and to whom.
Only if you have confirmed the exact consequence for that client. Vague or wrong warnings can worry clients or mislead them, so keep it to what you know applies.
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
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
A Dapols plan picks the AI tools for your budget, hands over the setup steps, prompts and automations, and unlocks every prompt in this library.
