Claude for CPAs — the AI course your firm won't teach you

A 2025 AICPA survey found 78% of accountants can't find the right AI training. Generic prompt courses don't cover Section 199A, ASC 740, or what survives a peer review. This one does — 8 modules built from the workflows practicing CPAs already run through Claude, with every prompt ready to copy.

Founding cohort — join the waitlist
8
Modules
40+
Working prompts
100%
Practitioner-built

Curriculum

01
AI foundations for accountants
What LLMs actually do, where they fail, and the confidentiality/professional-standards ground rules before any client data touches a model.
02
Tax research & memo drafting
Authority-first research workflows, drafting file memos Claude can defend with citations, and catching hallucinated code sections before they reach a file.
03
Tax planning engagements
Entity-choice modeling, Section 199A optimization, multi-year projection narratives — the prompts from our most-read tax planning guide, expanded into full engagement workflows.
04
Provision & ASC 740
Rate reconciliation review, uncertain tax position documentation, and using Claude as a second reviewer on the provision workpaper.
05
Audit & workpaper support
Analytics narratives, exception testing summaries, and drafting that survives review notes — plus what must never be delegated to a model.
06
AML & financial crime review
SAR narrative drafting, transaction pattern triage, and KYC file review workflows drawn from our AML guide.
07
Governance & model risk
Documenting AI use so it passes a quality review: SR 11-7-style validation thinking scaled to a CPA firm, disclosure, and engagement-letter language.
08
Building your firm's AI workflow
MCP servers, skills, and connecting Claude to your data — turning individual prompts into a repeatable firm-level process.
CPE credit

The course is designed to NASBA QAS self-study standards. CPE credit availability will be confirmed at launch — founding-cohort members get the full course either way, and credit retroactively if sponsor accreditation completes after launch.

Founding cohort
$149 one-time
Waitlist members only · lifetime access
All 8 modules, every prompt template, free updates.
At launch
$199 one-time
Standard rate
Same course — the waitlist just gets it cheaper first.
Founding cohort waitlist

Reserve your spot

We'll email you when enrollment opens. Waitlist members get the $149 founding rate.

No credit card. No commitment.

Want a preview of the material? Start with the free guides: Tax Planning with Claude · AML & Financial Crime · Model Validation Framework

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