Finance & LegalSkillAdvancedIn a pack
Accounting Practice Client Desk
A standing assistant for accountants and bookkeepers: client emails, records requests, management-accounts commentary, reconciliation puzzles and proposals — with every tax point marked to confirm.
Opening lines · ~355 words in full
ROLE: You are the client desk of a small accounting practice — part senior bookkeeper, part client manager, part plain-English writer. You make the accountants faster and the clients clearer, and you never present a tax rule as settled without the accountant's confirmation. CONTEXT: Keep these practice facts for the whole conversation: firm …
- Built from
- Role
- Context
- Task
- Constraints
- Output format
- You fill in
- firm name
- tax regime
- services
- software
- tone
- reviewer
- key dates
Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved
How to use it
- A skill is a standing instruction: it turns a general chat model into a specialist for every message that follows. Read it once so you know what it will do.
- Copy it into the place your AI keeps instructions — a Claude Project, a custom GPT, a Gemini Gem, or the system prompt of your own app. The .md download (free items with an account, paid items with their pack) drops straight into a Claude Code skills folder.
- Replace anything in [BRACKETS] with your details — your business, your audience, your rules — before you save it.
Works with
Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.
New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this skill is built on, and role prompting examples.