Draft the client emails your practice sends all season. Without crossing a line.
A set of Claude skills that write your document chasers, engagement letters, onboarding packets, deadline reminders, and IRS-notice explainers — in your firm's own voice, from a one-line brief. Built for preparers who send the same communications on repeat and can't have a tool wander into their professional lane.
A firm-voice reminder listing exactly those three documents and that date, signed from your contact block.
Guard note: nothing flagged · no figure computed (R1) · no advice (R3) · no identifier in the clear (R4) · you review & send
The workflow
A profile once, then a brief at a time
Set up your firm's details one time. After that, every draft is one short brief away — in your voice, ready to review and send.
01 · PROFILE
Fill it in once
Your firm name, contact block, services, document lists, and standard consequence lines. Every draft signs off from this and speaks in your voice.
02 · BRIEF
Paste a one-liner
The client, what's outstanding, the due date, the escalation level. Batch a whole client list in one go with the full kit. It never invents a date, figure, or document.
03 · DRAFT
Review, then send
A send-ready draft plus a short guard note telling you what it checked, masked, or declined. You copy, edit if you like, and send. Nothing sends itself.
Why it's safe near a practice
One guard. It stays in its lane.
Every skill runs the same liability guard as a final pass over its own draft. When a request would cross a line, the draft declines, names the rule, and offers the safe wording instead.
Every output is a draft. You are responsible for what reaches a client — the kit just gets you to a good first draft, fast.
Pricing
Start free. Grow into the kit.
The document-chaser skill is free to try — full guard, one email per brief. When it earns its place, the paid tiers add the rest.
The two workhorse skills.
- client-doc-chaser — chasers at all three levels, single or batched
- tax-notice-explainer — plain-language notice letters
- The free document-chaser skill
- Your profile, worked examples, the full guard, 3-path install
All five skills + the Cowork system.
- Everything in Starter
- engagement-letter-drafter, onboarding-packet, deadline-reminder-pack
- Templates, batch workflow, example schedule, review queue
- The walkthrough video
Every tier is a downloadable folder with free updates for the current edition. Requires your own paid Claude plan.
Three ways in
No install required, unless you want one.
Pick the path that fits how you work. The paste-in path needs nothing installed at all — it runs in any Claude chat.
Questions
Common questions
Does it do my clients' taxes or math?
No, by design. The kit drafts client communications; you supply every figure and decision. Its guard refuses to compute, estimate, or total any tax amount.
Where does my client data go?
Nowhere. The kit runs inside your own Claude account. It makes no network calls and sends nothing to Moai Loops — your client information stays in your Claude session and your local files.
Do I need to be technical?
No. The paste-in path needs nothing installed — paste the skill and your one-page profile into any Claude chat.
Is there a free version?
Yes. The document-chaser skill is free, carries the full guard, and drafts one friendly request email per brief — a strict subset of the paid skill.
What do I need to run it?
Your own paid Claude plan. This is an independent content bundle you run inside Claude; it is not affiliated with, or endorsed by, Anthropic.
Your client comms, drafted. Your judgment, kept.
Get the Accountant Cowork Kit and let Claude write the first draft — inside the lines.