{"product_id":"cpa-firm-engine-for-claude","title":"CPA Firm Engine for Claude","description":"\u003csection class=\"cpe-content\" style=\"max-width:1200px;margin:0 auto;padding:24px 20px;box-sizing:border-box;color:#293d59;font-family:Arial,Helvetica,sans-serif;font-size:17px;line-height:1.7;overflow-wrap:anywhere\"\u003e\r\n\u003cstyle\u003e.cpe-content *{box-sizing:border-box}.cpe-content h2{font-size:29px;line-height:1.25;letter-spacing:-.4px;margin:0 0 16px;color:#172b4c}.cpe-content h3{font-size:20px;line-height:1.35;margin:0 0 9px;color:#172b4c}.cpe-content p{margin:0 0 16px}.cpe-content strong{color:#172b4c}.cpe-content .cpe-section{margin-top:34px}.cpe-content .cpe-heading{display:flex;align-items:center;gap:13px;margin:0 0 20px;min-width:0}.cpe-content .cpe-heading h2{margin:0;min-width:0}.cpe-content .cpe-grid{display:flex;flex-wrap:wrap;gap:16px;align-items:stretch}.cpe-content .cpe-card{flex:1 1 390px;min-width:0;padding:23px;border:1px solid #d9e4f7;border-radius:16px;background:#fff}.cpe-content .cpe-card-top{display:flex;gap:13px;align-items:center;margin-bottom:13px}.cpe-content .cpe-card-top h3{margin:0}.cpe-content .cpe-card p{margin:0;font-size:16px}.cpe-content .cpe-pills{display:flex;flex-wrap:wrap;gap:9px}.cpe-content .cpe-pill{display:inline-flex;align-items:center;gap:8px;border-radius:99px;padding:8px 13px;font-size:14px;line-height:1.4;font-weight:700}.cpe-content figure{margin:30px 0}.cpe-content img{display:block;width:100%;max-width:100%;height:auto!important;object-fit:contain;border-radius:18px}.cpe-content figcaption{font-size:14px;line-height:1.5;color:#5c6f89;margin-top:11px}.cpe-content .cpe-flow{padding:20px;border-radius:14px;background:#eef4ff;border:1px solid #d8e3fb;font-weight:700;color:#315fae;line-height:1.75;margin:20px 0}.cpe-content .cpe-step{display:flex;gap:15px;align-items:flex-start;padding:20px;border:1px solid #dce5f7;border-radius:14px;background:#f7faff;min-width:0}.cpe-content .cpe-step-copy{flex:1;min-width:0}.cpe-content .cpe-step-copy p{margin:5px 0 0}.cpe-content .cpe-step-number{display:inline-flex;align-items:center;justify-content:center;flex:0 0 38px;width:38px;height:38px;border-radius:11px;color:white;font-weight:700;font-size:19px}.cpe-content ul{margin:0;padding-left:22px}.cpe-content li+li{margin-top:10px}.cpe-content code{font-family:Consolas,monospace;font-size:.9em;background:#edf2fc;padding:2px 5px;border-radius:4px}.cpe-content .cpe-note{padding:25px;background:#f4f0ff;border-left:4px solid #7954d2;border-radius:0 15px 15px 0}.cpe-content .cpe-note p:last-child{margin:0}@media(max-width:600px){.cpe-content{padding:18px 10px!important;font-size:16px!important}.cpe-content h2{font-size:25px}.cpe-content h3{font-size:19px}.cpe-content .cpe-card{padding:18px;flex-basis:100%}.cpe-content .cpe-hero{padding:22px 18px!important}.cpe-content .cpe-heading{gap:11px}.cpe-content .cpe-icon{width:42px!important;height:42px!important;flex-basis:42px!important}.cpe-content .cpe-section{margin-top:28px}.cpe-content .cpe-step{padding:16px;gap:12px}.cpe-content .cpe-note{padding:20px}.cpe-content figure{margin:25px 0}}\u003c\/style\u003e\r\n\u003cdiv class=\"cpe-hero\" style=\"padding:30px;border:1px solid #d7e1f6;border-top:4px solid #3465f4;border-radius:19px;background:linear-gradient(130deg,#edf5ff,#f5efff)\"\u003e\r\n\u003ch2\u003eGive every client workstream a clear route to review\u003c\/h2\u003e\r\n\u003cp\u003eBring inquiries, records, bookkeeping questions and review notes into one coordinated drafting workflow. Use eight specialist role prompts with a shared router to prepare useful internal work, preserve the evidence behind it and hand the next decision to the right person.\u003c\/p\u003e\r\n\u003cp\u003eThis downloadable kit gives you a practical starting point in Claude: editable instructions, a complete synthetic case and a shared review queue you can inspect before adapting the process to your firm.\u003c\/p\u003e\r\n\u003cdiv class=\"cpe-pills\"\u003e\n\u003cspan class=\"cpe-pill\" style=\"color:#2d60e8;background:#edf3ff;border:1px solid #2d60e825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#2d60e8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003crect x=\"9\" y=\"3\" width=\"6\" height=\"5\" rx=\"1\"\u003e\u003c\/rect\u003e\u003crect x=\"2\" y=\"16\" width=\"6\" height=\"5\" rx=\"1\"\u003e\u003c\/rect\u003e\u003crect x=\"16\" y=\"16\" width=\"6\" height=\"5\" rx=\"1\"\u003e\u003c\/rect\u003e\u003cpath d=\"M12 8v4M5 16v-4h14v4\"\u003e\u003c\/path\u003e\u003c\/svg\u003e8 agent prompts + router\u003c\/span\u003e\u003cspan class=\"cpe-pill\" style=\"color:#7850cf;background:#f3efff;border:1px solid #7850cf25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#7850cf\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003cpath d=\"M8 3h9l4 4v13H8zM16 3v5h5M5 6H3v16h12M11 12h7M11 16h7\"\u003e\u003c\/path\u003e\u003c\/svg\u003e45 files in one ZIP\u003c\/span\u003e\u003cspan class=\"cpe-pill\" style=\"color:#13827e;background:#eaf8f5;border:1px solid #13827e25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#13827e\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003crect x=\"4\" y=\"3\" width=\"16\" height=\"18\" rx=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"m7 8 1 1 2-2M12 8h5M7 13h3M12 13h5M7 17h3M12 17h5\"\u003e\u003c\/path\u003e\u003c\/svg\u003eOne shared review queue\u003c\/span\u003e\u003cspan class=\"cpe-pill\" style=\"color:#6d4ac8;background:#f4efff;border:1px solid #6d4ac825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#6d4ac8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003crect x=\"5\" y=\"10\" width=\"14\" height=\"11\" rx=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"M8 10V6a4 4 0 0 1 8 0v4M12 14v3\"\u003e\u003c\/path\u003e\u003c\/svg\u003eHuman sign-off\u003c\/span\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\r\n\u003cfigure\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/cpa-firm-engine-for-claude-inside.png?v=1794595422\" alt=\"CPA Firm Engine ZIP contents: router, eight agent prompts, templates, synthetic examples and review queue\" width=\"1536\" height=\"1024\" loading=\"lazy\"\u003e\u003cfigcaption\u003eA coordinated resource kit with an offline start guide, editable working files and a fully synthetic example.\u003c\/figcaption\u003e\u003c\/figure\u003e\r\n\u003cdiv class=\"cpe-section\"\u003e\n\u003cdiv class=\"cpe-heading\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#edf3ff;border:1px solid #2d60e825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#2d60e8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003crect x=\"9\" y=\"3\" width=\"6\" height=\"5\" rx=\"1\"\u003e\u003c\/rect\u003e\u003crect x=\"2\" y=\"16\" width=\"6\" height=\"5\" rx=\"1\"\u003e\u003c\/rect\u003e\u003crect x=\"16\" y=\"16\" width=\"6\" height=\"5\" rx=\"1\"\u003e\u003c\/rect\u003e\u003cpath d=\"M12 8v4M5 16v-4h14v4\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eOne shared context. Eight focused roles.\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\u003cp\u003eSupply authorized QuickBooks exports, Gusto payroll exports, Gmail inquiry or notice extracts, and Google Drive documents. The router starts with your firm SOPs, confirms the source inventory and routes work according to prerequisites. Each role has detailed steps, output requirements, escalation gates and a queue handoff.\u003c\/p\u003e\r\n\u003cdiv class=\"cpe-flow\"\u003eYour source files → Claude router + firm SOPs → specialist drafts → shared review queue → human approval\u003c\/div\u003e\r\n\u003cdiv class=\"cpe-grid\"\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #2d60e8;background:linear-gradient(145deg,#fff,#edf3ff)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#edf3ff;border:1px solid #2d60e825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#2d60e8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003cpath d=\"M5 3h10l4 4v14H5zM14 3v5h5M8 12h8M8 16h6\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003eIntake\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003eTurn a new inquiry into a scope matrix, engagement outline and confirmation questions. Separate requested work from agreed services, and keep missing entity, jurisdiction and acceptance details visible.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #7850cf;background:linear-gradient(145deg,#fff,#f3efff)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#f3efff;border:1px solid #7850cf25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#7850cf\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003crect x=\"3\" y=\"5\" width=\"18\" height=\"14\" rx=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"m3 6 9 7 9-7M8 3h8\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003eDocument chaser\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003eBuild one consolidated missing-record list and a draft follow-up. Specify the document, period, reason and owner, while avoiding duplicate requests and keeping delivery inside the firm’s review process.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #13827e;background:linear-gradient(145deg,#fff,#eaf8f5)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#eaf8f5;border:1px solid #13827e25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#13827e\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003cpath d=\"m3 8 9-5 9 5H3zM5 10v8M10 10v8M14 10v8M19 10v8M3 21h18\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003eBank coding\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003eSuggest categories from an approved historical merchant map. Preserve transaction IDs and amounts, explain the match, and flag unfamiliar merchants or unsupported business purposes for a human decision.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #2978ad;background:linear-gradient(145deg,#fff,#edf7ff)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#edf7ff;border:1px solid #2978ad25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#2978ad\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003crect x=\"4\" y=\"4\" width=\"16\" height=\"17\" rx=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"M8 2v4M16 2v4M4 9h16m-12 6 3 3 5-6\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003eMonth-end close\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003ePrepare a provisional cash reconciliation, payroll cash comparison and open close checklist. Show the calculation and unresolved differences instead of treating an unexplained balance as a completed close.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #6d4ac8;background:linear-gradient(145deg,#fff,#f4efff)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#f4efff;border:1px solid #6d4ac825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#6d4ac8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003cpath d=\"M5 3h10l4 4v14H5zM14 3v5h5m-11 6 2 2 4-4\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003eReturn review\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003eCross-check supplied draft fields against same-year source workpapers. Highlight mismatches, missing support and limitations, with review notes for the CPA rather than unsupported corrections or filing actions.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #ba6035;background:linear-gradient(145deg,#fff,#fff2e9)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#fff2e9;border:1px solid #ba603525\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#ba6035\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003cpath d=\"m12 3 10 18H2L12 3zM12 9v5M12 17h.01\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003eNotice desk\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003eExtract notice details, surface urgent verification questions and prepare a reply outline for review. Keep stated dates separate from verified deadlines, and flag missing pages or representation authority.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #187e89;background:linear-gradient(145deg,#fff,#eaf8fa)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#eaf8fa;border:1px solid #187e8925\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#187e89\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003cpath d=\"M9 18h6M10 21h4M8 14a6 6 0 1 1 8 0l-1 3H9zM12 1v1M3 5l1 1M20 5l1-1\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003ePlanning scout\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003eConvert supported client intentions into focused CPA questions. Identify missing facts and dependencies without inventing tax savings, eligibility conclusions or recommendations that the evidence cannot support.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-card\" style=\"border-top:3px solid #7653bd;background:linear-gradient(145deg,#fff,#f3effa)\"\u003e\n\u003cdiv class=\"cpe-card-top\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#f3effa;border:1px solid #7653bd25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#7653bd\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003ccircle cx=\"12\" cy=\"6\" r=\"3\"\u003e\u003c\/circle\u003e\u003cpath d=\"M6 15a6 6 0 0 1 12 0M4 15h16v6H4zM9 18h6\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch3\u003ePartner pack\u003c\/h3\u003e\n\u003c\/div\u003e\n\u003cp\u003eCombine the specialist drafts into a decision-focused client-status brief and meeting agenda. Reconcile queue counts, retain blockers and assign clear owners, actions and internal review checkpoints.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\r\n\u003cdiv class=\"cpe-section\"\u003e\n\u003cdiv class=\"cpe-heading\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#f3efff;border:1px solid #7850cf25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#7850cf\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003cpath d=\"M8 3h9l4 4v13H8zM16 3v5h5M5 6H3v16h12M11 12h7M11 16h7\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eWorking files you can inspect and adapt\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eEight agent prompts, ROUTER.md and CLAUDE.md\u003c\/strong\u003e define the coordinated workflow, shared rules and human approval boundary.\u003c\/li\u003e\r\n\u003cli\u003e\n\u003cstrong\u003eEight blank templates\u003c\/strong\u003e cover client context, source inventory, transactions, historical categories, bank summary, payroll, return-field comparisons and the review queue.\u003c\/li\u003e\r\n\u003cli\u003e\n\u003cstrong\u003eA fully synthetic case and eight authored draft examples\u003c\/strong\u003e show the expected depth, evidence references and handoffs. The example includes deliberate exceptions for reviewers to investigate.\u003c\/li\u003e\r\n\u003cli\u003e\n\u003cstrong\u003eAn offline HTML guide and review board\u003c\/strong\u003e make the files easy to explore. The optional standard-library Python helper checks schemas, evidence references, periods and exact decimal comparisons, then rebuilds the board.\u003c\/li\u003e\n\u003c\/ul\u003e\r\n\u003c\/div\u003e\r\n\u003cdiv class=\"cpe-section\"\u003e\n\u003cdiv class=\"cpe-heading\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#eaf8f5;border:1px solid #13827e25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#13827e\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003crect x=\"4\" y=\"3\" width=\"16\" height=\"18\" rx=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"m7 8 1 1 2-2M12 8h5M7 13h3M12 13h5M7 17h3M12 17h5\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eKeep the evidence attached to the decision\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\u003cp\u003eEvery queue row carries a draft version, evidence IDs, confidence, owner, next action and internal checkpoint. Source IDs resolve to specific records or document passages. Dependencies keep unresolved work visible when another role summarizes it.\u003c\/p\u003e\r\n\u003cp\u003eThe supplied queue contains eight unapproved drafts. The workflow distinguishes draft, blocked, ready for review and human-approved work; an assistant cannot grant approval. A material revision returns to review. Matching arithmetic confirms only the stated comparison, never the completeness of the books or correctness of a return.\u003c\/p\u003e\r\n\u003c\/div\u003e\r\n\u003cfigure\u003e\u003cimg src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/cpa-firm-engine-for-claude-worked-case.png?v=1794595422\" alt=\"Illustration of three review exceptions in the included synthetic CPA case\" width=\"1536\" height=\"1024\" loading=\"lazy\"\u003e\u003cfigcaption\u003eIllustration of the included synthetic case: a cash difference, an unmapped payment and a return-field mismatch that require human review.\u003c\/figcaption\u003e\u003c\/figure\u003e\r\n\u003cdiv class=\"cpe-section\"\u003e\n\u003cdiv class=\"cpe-heading\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#edf3ff;border:1px solid #2d60e825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#2d60e8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003cpath d=\"M5 3h10l4 4v14H5zM14 3v5h5m-9 3 5 3-5 3z\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eStart with the example, then use your own records\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\u003cdiv style=\"display:flex;flex-direction:column;gap:12px\"\u003e\n\u003cdiv class=\"cpe-step\"\u003e\n\u003cspan class=\"cpe-step-number\" style=\"background:#2d60e8\"\u003e1\u003c\/span\u003e\u003cdiv class=\"cpe-step-copy\"\u003e\n\u003ch3\u003eOpen the offline guide.\u003c\/h3\u003e\n\u003cp\u003eExtract the entire ZIP and double-click \u003ccode\u003eREADME.html\u003c\/code\u003e. Follow its clickable file links, inspect the synthetic case and open the included review board.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-step\"\u003e\n\u003cspan class=\"cpe-step-number\" style=\"background:#7850cf\"\u003e2\u003c\/span\u003e\u003cdiv class=\"cpe-step-copy\"\u003e\n\u003ch3\u003eUpload the working instructions.\u003c\/h3\u003e\n\u003cp\u003eIn a Claude chat with file attachments, supply \u003ccode\u003eCLAUDE.md\u003c\/code\u003e, \u003ccode\u003eROUTER.md\u003c\/code\u003e, the context, selected agent prompts and source files. Use the guide’s copyable kickoff prompt; stage uploads if needed.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-step\"\u003e\n\u003cspan class=\"cpe-step-number\" style=\"background:#13827e\"\u003e3\u003c\/span\u003e\u003cdiv class=\"cpe-step-copy\"\u003e\n\u003ch3\u003ePrepare coordinated drafts.\u003c\/h3\u003e\n\u003cp\u003eAsk Claude to confirm accessible sources and missing prerequisites, then apply the role instructions in dependency order. Keep the current queue and evidence snapshot together throughout the session.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003cdiv class=\"cpe-step\"\u003e\n\u003cspan class=\"cpe-step-number\" style=\"background:#2978ad\"\u003e4\u003c\/span\u003e\u003cdiv class=\"cpe-step-copy\"\u003e\n\u003ch3\u003eReview, then adapt.\u003c\/h3\u003e\n\u003cp\u003eCompare your training results with the eight worked drafts. For real work, complete the blank templates, replace the baseline SOP with approved procedures and assign named human reviewers before using client data.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\n\u003c\/div\u003e\r\n\u003cdiv class=\"cpe-section\"\u003e\n\u003cdiv class=\"cpe-heading\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#f3efff;border:1px solid #7850cf25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#7850cf\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003ccircle cx=\"9\" cy=\"7\" r=\"3\"\u003e\u003c\/circle\u003e\u003cpath d=\"M2 21v-3a7 7 0 0 1 14 0v3M17 4a3 3 0 0 1 0 6M20 21v-3a7 7 0 0 0-3-5\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eBuilt for teams preparing recurring client work\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\u003cdiv class=\"cpe-pills\" style=\"margin-bottom:16px\"\u003e\n\u003cspan class=\"cpe-pill\" style=\"color:#2d60e8;background:#edf3ff;border:1px solid #2d60e825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#2d60e8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003ccircle cx=\"9\" cy=\"7\" r=\"3\"\u003e\u003c\/circle\u003e\u003cpath d=\"M2 21v-3a7 7 0 0 1 14 0v3M17 4a3 3 0 0 1 0 6M20 21v-3a7 7 0 0 0-3-5\"\u003e\u003c\/path\u003e\u003c\/svg\u003eCPA firms\u003c\/span\u003e\u003cspan class=\"cpe-pill\" style=\"color:#13827e;background:#eaf8f5;border:1px solid #13827e25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#13827e\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003cpath d=\"m3 8 9-5 9 5H3zM5 10v8M10 10v8M14 10v8M19 10v8M3 21h18\"\u003e\u003c\/path\u003e\u003c\/svg\u003eBookkeeping teams\u003c\/span\u003e\u003cspan class=\"cpe-pill\" style=\"color:#6d4ac8;background:#f4efff;border:1px solid #6d4ac825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#6d4ac8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003cpath d=\"M5 3h10l4 4v14H5zM14 3v5h5m-11 6 2 2 4-4\"\u003e\u003c\/path\u003e\u003c\/svg\u003eTax reviewers\u003c\/span\u003e\u003cspan class=\"cpe-pill\" style=\"color:#7653bd;background:#f3effa;border:1px solid #7653bd25\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"17\" height=\"17\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#7653bd\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:17px;height:17px;flex:none\"\u003e\u003ccircle cx=\"12\" cy=\"6\" r=\"3\"\u003e\u003c\/circle\u003e\u003cpath d=\"M6 15a6 6 0 0 1 12 0M4 15h16v6H4zM9 18h6\"\u003e\u003c\/path\u003e\u003c\/svg\u003eEngagement partners\u003c\/span\u003e\n\u003c\/div\u003e\r\n\u003cp\u003eUse the kit when several people or workstreams need a consistent way to prepare drafts, request evidence and surface decisions. Adapt the prompts to your service scope, source formats and review responsibilities; retain the shared evidence and approval discipline.\u003c\/p\u003e\n\u003c\/div\u003e\r\n\u003cdiv class=\"cpe-section cpe-note\"\u003e\n\u003cdiv class=\"cpe-heading\"\u003e\n\u003cspan class=\"cpe-icon\" style=\"display:inline-flex;align-items:center;justify-content:center;width:48px;height:48px;flex:0 0 48px;border-radius:13px;background:#f4efff;border:1px solid #6d4ac825\"\u003e\u003csvg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"25\" height=\"25\" viewbox=\"0 0 24 24\" fill=\"none\" stroke=\"#6d4ac8\" stroke-width=\"1.7\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\" focusable=\"false\" style=\"display:block;width:25px;height:25px;flex:none\"\u003e\u003crect x=\"5\" y=\"10\" width=\"14\" height=\"11\" rx=\"2\"\u003e\u003c\/rect\u003e\u003cpath d=\"M8 10V6a4 4 0 0 1 8 0v4M12 14v3\"\u003e\u003c\/path\u003e\u003c\/svg\u003e\u003c\/span\u003e\u003ch2\u003eA guided workflow with a defined review boundary\u003c\/h2\u003e\n\u003c\/div\u003e\r\n\u003cp\u003eThe agents are coordinated role prompts, not deployed background software. You provide the files or independently configured, approved connectors. The ZIP does not set up account integrations or send messages, post entries, sign engagements, file returns or make payments.\u003c\/p\u003e\r\n\u003cp\u003eClaude access is needed to use the prompts interactively. The guide and sample board open locally without a server. Python 3.10 or later is optional for the local helper, which uses no AI, network or credentials. Professional judgments and outward actions remain in your firm’s authorized human process.\u003c\/p\u003e\n\u003c\/div\u003e\r\n\u003c\/section\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":69110689005811,"sku":"cpa-firm-engine-for-claude","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/cpa-firm-engine-for-claude-cover.png?v=1794595422","url":"https:\/\/financialmodelslab.com\/products\/cpa-firm-engine-for-claude","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}