cpa-practice-toolkit
PackDocs & knowledgeLets your agent draft CPA paperwork like engagement letters, doc checklists, and client status emails.
Unavailable. Delivery for this kind is on the roadmap — not serving yet.
Add ahel to your AI once: Claude, ChatGPT, Cursor, Claude Code or Codex. Then ask it to use this.
About this app
A Claude Cowork plugin for solo CPAs and small accounting firms. Automates the most time-consuming administrative tasks in tax practice: client document checklists, engagement letters, missing docs follow-ups, return status emails, LLC monthly P&L summaries, and engagement termination letters.
Signals
- GitHub stars
- 4k
- Forks
- 312
- Last commit
- Aug 2026
Advanced
- Item type
- plugin
- Key
anthropics-claude-plugins-community-cpa-practice-toolkit- Source
- github.com/anthropics/claude-plugins-community