cpa-practice-toolkit
A Claude Cowork plugin for solo CPAs and small accounting firms. Automates the most time-consuming administrative tasks in tax practice: cli
Open source Repository Open in the app JSON README (API)
About
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. Fully bilingual in English and Spanish. Built by a licensed CPA based on real tax practice workflows. Works for any US state. IRC §7216 compliant engagement letter language included.
Details
- Kind
- Plugins
- Topic
- Finance & crypto
- Publisher
- newbieappbuilder
- Origin
- marketplace
- Category
- ferramentas
- Last push
- 2026-05-13T09:47:42Z
- Repository state
- ativo
- Language
- HTML
- License
- NOASSERTION
- Added
- 2026-08-30 01:48:58
- Updated
- 2026-08-30 01:48:58
- Origin id
newbieappbuilder/cpa-practice-toolkit/cpa-practice-toolkit
README
© 2026 Aakash Shah, CPA Contact: aakash@aakashshahcpa.com DISCLAIMER: This plugin generates draft documents and templates to assist licensed tax professionals. All output should be reviewed by a qualified CPA or tax professional before use with clients. This plugin does not constitute legal, tax, or financial advice and does not replace professional judgment. --- # CPA Practice Toolkit A Claude Cowork plugin for solo CPAs and small firms. Automates the most repetitive communication and preparation tasks in a tax practice — in English and Spanish. > **Note**: All outputs should be reviewed and edited by the CPA before sending to clients or using in official documents. Tax law changes annually — verify that checklist items, form references, and deadline language reflect the current tax year. --- ## 🚀 Pro Version Available The free version includes 3 skills. Unlock the full toolkit with Pro: | Feature | Free | Pro | |---|---|---| | Client Document Checklist | ✅ | ✅ | | Missing Docs Follow-Up Email | ✅ | ✅ | | Return Status Email | ✅ | ✅ | | Engagement Letter (Individual & Business) | ❌ | ✅ | | Engagement Termination Letter | ❌ | ✅ | | LLC Monthly P&L Summary | ❌ | ✅ | | Word/PDF/Portal Output Formats | ❌ | ✅ | | IRC §7216 Compliant Language | ❌ | ✅ | | NYC GCT S-Corp Warning | ❌ | ✅ | | Bilingual English & Spanish | ✅ | ✅ | 👉 [Get CPA Practice Toolkit Pro — $47 one-time](https://gumroad.com/l/cpa-practice-toolkit-pro) Built by Aakash Shah, CPA Questions: aakash@aakashshahcpa.com --- ## Bilingual Support / Soporte Bilingüe Every skill in this plugin supports English and Spanish. After generating any document, Claude will ask: > "What language would you like this document in? > 1. English > 2. Spanish / Español > 3. Both (English + Spanish / Inglés + Español)" Spanish output uses formal, neutral Spanish (*español neutro*) appropriate for all Spanish-speaking communities. --- ## Installation ``` claude plugins add cpa-practice-toolkit ``` --- ## Commands | Command | Description | |---------|-------------| | `/tax:client-checklist` | Generate a personalized document checklist based on the client's filing profile (W-2, 1099, single-member LLC, or combo) | | `/tax:engagement-letter` | Draft an individual or business engagement letter with IRC §7216 language, portal-only submission, and fee range variables | | `/tax:engagement-termination` | Draft a professional termination or declination letter with four reason options, work product status, and deadline warnings | | `/tax:missing-docs-followup` | Write a polite but firm follow-up email for outstanding documents | | `/tax:return-status-email` | Draft a status update email at any stage of the return workflow | | `/llc:monthly-summary` | Categorize and summarize a list of business transactions into a monthly P&L with observations | --- ## Skills | Skill | Description | |-------|-------------| | `client-checklist` | Document categories and items sourced from the firm's actual intake questionnaire — covers W-2, 1099, LLC, combo, foreign accounts, IP PINs, estimated payments, HSA, energy credits, education, and prior-year notices. English + Spanish. | | `engagement-letter` | Individual and business engagement letter templates sourced from the firm's actual letters — includes IRC §7216 confidentiality, Form 8879 e-file authorization, portal-only submission, fee range variables, and termination clause. English + Spanish. | | `engagement-termination` | Professional termination letter template with four reason options, work product status, outstanding fees, document return policy, transition-to-new-preparer guidance, and deadline warnings. English + Spanish. | | `missing-docs-followup` | Tone calibration by urgency, plain-language document descriptions, and common follow-up scenarios. English + Spanish. | | `return-status-email` | Email structure and language for all five return statuses: in-progress, awaiting-docs, ready-for-review, filed, and extended. English + Spanish. | | `llc-monthly-summary` | Schedule C-aligned expense categories, P&L output format, observation framework, and estimated tax reminders. English + Spanish. | --- ## Pricing / Disponibilidad | | Free | Pro | |---|---|---| | `/tax:client-checklist` | ✅ | ✅ | | `/tax:missing-docs-followup` | ✅ | ✅ | | `/tax:return-status-email` | ✅ | ✅ | | `/tax:engagement-letter` | — | ✅ | | `/tax:engagement-termination` | — | ✅ | | `/llc:monthly-summary` | — | ✅ | | Bilingual (English + Spanish) | — | ✅ | **Pro version**: [Get CPA Practice Toolkit Pro — $47 one-time](https://gumroad.com/l/cpa-practice-toolkit-pro) --- ## Example Workflows ### Onboarding a New Client 1. Run `/tax:client-checklist llc` to generate an LLC owner document checklist 2. Run `/tax:engagement-letter "Jane Doe" | individual | 2024 | "$850" | "$1,050"` to draft the engagement letter 3. Upload both to the client portal to kick off the engagement ### Managing an Active Return 1. Run `/tax:return-status-email "Marcus Rivera" | in-progress | "W-2s and brokerage statements processed" | "waiting on K-1 from partnership"` to send a proactive update 2. When a document is missing: `/tax:missing-docs-followup "Marcus Rivera" | "K-1 from Riverside Partners LLC" | "April 3"` 3. When the return is done: `/tax:return-status-email "Marcus Rivera" | ready-for-review | "Federal 1040 and NY return drafted, refund $1,840" | "signature on Form 8879"` ### Ending an Engagement 1. Run `/tax:engagement-termination "Sarah Chen" | A | 2024` 2. Supply effective date, work status, outstanding balance, and deadline notes when prompted 3. Review the letter and upload to the client portal ### Monthly LLC Bookkeeping Check-In 1. Have the client send a list or export of the month's transactions 2. Run `/llc:monthly-summary [paste transactions]` 3. Review the categorized P&L and observations before sharing with the client --- ## Output Format Options After generating any document, Claude will ask: > "Would you like me to save this as a Word document, copy-ready text, or paste-ready portal format?" --- ## Customization These skills use the firm's actual templates as a source of truth. To personalize further: - **Hardcode your firm name and contact info** in the engagement letter and termination letter templates so variables are pre-filled - **Adjust fee ranges** in the engagement letter skill to reflect your actual rate tiers - **Add NYC-specific items** (Form NYC-202, MCTMT, PTET) to the checklist skill as your client base grows - **Add state-specific disclosures** if you expand beyond New York --- ## About **Author**: Aakash Shah, CPA — Aakash Shah CPA PPLC Built for a solo CPA practice in New York serving personal tax clients and single-member LLC owners. Engagement letter and checklist skills are sourced from the firm's actual client-facing documents. Bilingual support added to serve Spanish-speaking clients with the same professional quality.