Your kit
Everything in your Tax Advisor AI kit
14SkillsTax compliance and planning assistant, Tax calculation assistant, Tax credit and deduction assistant, Tax regulation monitor, Tax strategy formulation assistant and more
Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.24PromptsExplaining Tax Rules To Clients, Drafting Client Emails And Letters, Organizing Client Records, Preparing And Reviewing Returns, Estimating Quarterly Payments and more
Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.12AI agentsTax Workpaper Input Completeness Agent, Sales Tax Nexus Review Agent, Tax Return Workpaper Tie-out Agent, Prior-Year Carryover Check Agent, Return Year-Over-Year Variance Review Agent and more
An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.12Connections (MCP servers)CryptoTaxEdge MCP server, Box MCP server, Outlook Attachment Reader MCP server, Central Bank Rates MCP server, ENTIA business data MCP server and more
A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.16AI appsVIDUR, ARTE, Granite, Data Extraction, LedgerBox and more
The AI apps worth your time in this job, so you don't have to test dozens yourself.3Apps to buildAccountant client intake portal, Finance data-request minimizer, Small-business finance scenario interview tool
Small tools for your job that your AI builds for you with our step-by-step instructions. No code.10Grok BotsTax Document Organizer, Doc Chaser Lite, Compliance Auditor, Compliance Specialist, Quarterly Business Review Builder and more
Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.10Tailored learning pathAI for Tax Advisors (Prompt Course), TIDD-EC Prompt Framework: Do, Don't and Precise Instructions, ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast, Stop Prompting AI Wrong: Context-First Prompt Engineering, AI Fundamentals from Google Experts | Professional Certificate and more
Video courses in the right order for your job. Each ends with a short check and a certificate you can add to LinkedIn.✓AI Coach and updates IncludedYour daily brief for tax advisors, new ideas, and everything in your kit kept up to date
A live link between your AI and Complete AI Training: your daily brief, new ideas and lessons in the chat. And every skill, agent, app, prompt and MCP server in your kit kept up to date for you.And everything else
Full access to our whole library
500+AI kits for every job
6,000+skills
60,000+prompts
4,000+AI agents
4,000+MCP servers
9,000+AI apps
2,000+apps to build
1,800+Grok Bots
700+courses with certifications
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