For Accountants · 1:1 · From $999
Claude Cowork consulting for the CPA partner working seventy-hour tax weeks. Folder routines for workpaper review, return drafting from prior year, client deliverable synthesis, and bookkeeping reconciliation. Runs on your laptop, against your client folders, with permissions tuned for partner-level review.
Why Accountants
Most of a tax-season day is reviewing what your team prepared. Cross-checking a workpaper against a trial balance. Reconciling the depreciation schedule against last year's. Drafting the engagement letter for the new client. Reading a client's bookkeeping mess and figuring out what to do with it. Skilled work that the partner has to sign on, but that does not actually need a partner's brain to start.
The cloud tax tools want you to migrate to their platform. That is a six-month project for an industry that runs on QuickBooks files and Excel workpapers. Cowork meets you where the files already are. It reads the folders on your machine, the network drive, the OneDrive sync.
Set up properly, Cowork does the first pass on the workpapers and the drafts, and the partner does the review the partner is paid to do.
What We Build
A folder routine on /clients/[name]/workpapers. Cowork cross-checks the workpaper against the trial balance, flags inconsistencies with prior year, and drafts the review notes for the team. Partner review becomes a half-hour, not a half-day.
Drop the prior year's return and this year's source documents. Cowork drafts the return positions, flags the items that changed, surfaces the open questions for the client. The team reviews instead of starts.
A folder routine on /clients/[name]/deliverables. Reads the financials, the management letter, last quarter's report. Drafts the executive summary the client actually reads. Your partner letter, drafted from the file.
Drop the intake notes for a new client into /engagements/intake. Cowork drafts the engagement letter against your firm's template, with the scope, the fee, the deliverables, and the standard exclusions. You sign, the client signs, work starts.
Drop receipts, statements, and the QuickBooks export into /bookkeeping/[client]. Cowork categorises, flags the uncoded transactions, and produces a reconciliation memo. The week of clean-up before you can even start the return.
A scheduled task in November. Cowork reads each client's YTD financials and last year's return, surfaces planning opportunities for the partner to discuss. The advisory work that drops off the list when busy season starts.
On Client Data
Cowork runs in your account, on your laptop, against the folders you grant access to. We work against test files or redacted clients during the build session. NDA standard, signed before the call. Permissions for client folders default to ask-before-acting, with the partner controlling the allow list.
For firms with strict data residency requirements or a Practice CS environment, we route the engagement through the Implementation Partnership tier with Anthropic's Enterprise plan.
Two Ways In
Starter · $249 · 90 minutes
Ninety minutes. We install Cowork, build one folder routine for one client type, prove the model. The expensable bet before you commit to the setup day. See the Starter →
Setup Day · From $999
One day, paired. Four to six folder routines tuned to your practice mix, two scheduled tasks, your file storage and email connectors, plugins. NDA standard. Plus a 30-day tune-up before next quarter's filings. See the Setup Day →
One day. Cowork tuned to the practice. NDA from the first session.