Tax Pros Starter Staff - Done-With-You Install

Build your tax office's AI support team with me, live.

In a 1-hour recorded Zoom session, we work through your Tax Pro AI Workforce Builder and set up draft-only ChatGPT Projects on your own account. We choose the roles that fit your office, personalize the prompts with nonsensitive office information, and test fictional cases together.

Includes the six-role Builder and written setup and training chapters, plus live questions and a recording to revisit.

Session: 1 hour on Zoom (recorded).

These assistants prepare drafts for professional review. No phone/text integrations, sending, booking, publishing, taxpayer-account access or tax filing are included. Never enter real taxpayer records, SSNs, banking details, credentials or PINs. ChatGPT access and its normal plan limits are separate.