Tax Pros Starter Staff - DIY Kit

Build your tax office's AI support team, one role at a time.

Get the Tax Pro AI Workforce Builder plus six written ChatGPT Projects setup and training chapters. Personalize your office profile, prepare role prompts, and practice with fictional cases before reviewing the drafts yourself.

Includes Front Desk; Client Intake & Document Follow-Up; Return Prep; Digital Product Creator; Content & Visibility; and Lead Follow-Up.

This is a draft-only support kit, not tax software or a live receptionist. It does not send messages, book appointments, publish content, access taxpayer accounts, or file returns. Never enter real taxpayer records, SSNs, banking details, credentials or PINs. A tax professional must review every output.

No video included. ChatGPT access and its normal plan limits are separate.