Tax Firm OS

Built for a whole tax or accounting practice rather than a single person. It speeds up client replies, keeps engagement documentation complete, raises deadline warnings early, and pushes work to finish ahead of due dates, giving one assistant a view of the firm's day-to-day load.

shared by @Amervim

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsworkflow

What it does

Built for a whole tax or accounting practice rather than a single person. It speeds up client replies, keeps engagement documentation complete, raises deadline warnings early, and pushes work to finish ahead of due dates, giving one assistant a view of the firm’s day-to-day load.

Before you install

Open the share link and read the instructions it carries before you add it. @Amervim shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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