Practical AI Systems for Tax Professionals
Four products, one path: understand AI for your practice, run ready-made workflows, govern it with policies and controls, then specialize with a professional reconstruction toolkit.
Most AI advice for tax professionals stops at “use ChatGPT carefully.” The AI Center replaces that with four products that each do one job. LEARN gives you a 7-day system to run one controlled AI workflow without delegating professional judgment. APPLY is a library of 27 bounded, task-specific workflows with failure tests and human approval gates. PROTECT puts policies, data rules, and output verification around all of it. SPECIALIZE is the 47-tool workpaper system for reconstruction engagements. Two are ready today; two are in final validation and open for waitlist.
The AI Advantage: Tax Professional Edition
Preparers stuck between random prompts and unsafe experimentation
A 7-day practical system: set up one controlled AI-assisted workflow, challenge weak output with a six-defect method, document review, and decide if the workflow earns its place. Three-level risk screen, research/source hierarchy, role-and-approval matrix. (Working release price $19.99)
AI Workflow & Prompt Toolkit for Tax Professionals
Offices that need repeatable workflows, not generic prompting
27 practitioner-ready workflow prompts covering communication, intake, research prep, notice intake, review, routing, and training — each with boundaries, failure-and-recovery demonstrations, human approval gates, and universal stop rules. (Working release price $39.99)
AI Governance for Tax Practices
Firms that need AI under control before staff touch client data
Governance guide + AI-01 through AI-15 editable tools + Governance Register: acceptable-use policy, data matrix, vendor diligence, use-case risk classification, output verification, staff training, incident logging. Use AI deliberately — without turning taxpayer data into an experiment.
AI-Assisted Tax Reconstruction Toolkit
Practitioners handling incomplete, missing, or inconsistent records
A 47-tool specialist workpaper system: completeness analysis, transaction normalization, transfer matching, basis chronology, digital-asset and brokerage reconstruction, memoranda and challenge controls — evidence discipline over ad hoc prompting.
What none of these will ever claim
Honest boundaries, stated up front:
- No product here is IRS approved, IRS certified, or guarantees compliance, accuracy, or any audit outcome.
- A paid or enterprise AI plan does not automatically satisfy §7216, WISP, confidentiality, or privacy obligations — PROTECT exists because that work is yours.
- An AI prompt does not satisfy Form 8867 due diligence. Human inquiry and documentation still do.
- SPECIALIZE is not required before or after APPLY — they serve different jobs.
Two paths through the Center
New to AI in your practice: LEARN first (waitlist opens soon), then PROTECT before your team touches client data.
Already using AI: go straight to PROTECT for the controls, then SPECIALIZE if reconstruction work is your lane — both available today.
The upgrade path
Start where your gap is; the family is sequenced but not locked:
- New to AI: LEARN builds the operating method, then APPLY puts 27 workflows in its place, then PROTECT governs both.
- Already experimenting: PROTECT first — the policies and data matrix catch what improvisation misses.
- SPECIALIZE stands apart: a specialist toolkit for reconstruction engagements, never auto-bundled with the general three.
When validation closes, AI Foundations (LEARN + APPLY) and AI Practice (APPLY + PROTECT) bundles unlock at a discount over buying separately.
Questions
PROTECT (AI Governance, $49) and the SPECIALIZE reconstruction toolkit ($79). LEARN and APPLY are in final validation — join their waitlists and you'll get one email the moment each launches.
No. It gives you the policies, data rules, vendor diligence, and verification workflows; compliance depends on your implementation and facts. It is not legal advice or a certification.
No. It is a workpaper system for a human practitioner using AI carefully — evidence inventories, tie-outs, and reviewer signoffs are the point. It requires practitioner verification throughout.
AI Foundations, AI Practice, and AI Practice Foundations bundles are planned — they unlock when every included product is available. Nothing is sold as a bundle before its parts exist.
Educational and operational material, not legal, accounting, or tax advice. No IRS approval, certification, or endorsement. No guarantee of accuracy, compliance, time savings, or any outcome. Tax outcomes depend on your facts and applicable law.
Start with the part that hurts today
No policy for AI in your firm? PROTECT. Reconstruction work to systematize? SPECIALIZE. Both available now — and the waitlists are one email each when LEARN and APPLY clear validation.
Get AI Governance ($49)