{"product_id":"tax-preparers","title":"ServiceStack AI for Tax Preparers: The Organizer-to-E-File Kit","description":"\u003cp\u003e\u003cstrong\u003eThe Organizer-to-E-File Kit for Tax Preparers: fill-in AI prompts, checklists and a step-by-step routine for independent tax preparers and small tax offices, from the January organizer to the filed return and beyond.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eFill in the [BRACKETS] with your details, paste into ChatGPT, Claude or Gemini, and get a draft that fits your return. You review it and send it yourself.\u003c\/p\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003e12 fill-in prompts\u003c\/strong\u003e, one per page, each with when to use it, what you get back and a tip:\n    \u003cul\u003e\n      \u003cli\u003eOrganizer Packet Cover Email\u003c\/li\u003e\n      \u003cli\u003eFee Quote for a New Client\u003c\/li\u003e\n      \u003cli\u003eEngagement Letter Summary\u003c\/li\u003e\n      \u003cli\u003eDocs-By Date Reminder\u003c\/li\u003e\n      \u003cli\u003eMissing Documents List\u003c\/li\u003e\n      \u003cli\u003eFinal Push Before Extension Deadline\u003c\/li\u003e\n      \u003cli\u003ePreparer Question to Client\u003c\/li\u003e\n      \u003cli\u003eReturn Ready for Review and Signature\u003c\/li\u003e\n      \u003cli\u003eExtension Filed Notice\u003c\/li\u003e\n      \u003cli\u003eE-File Accepted and Next Steps\u003c\/li\u003e\n      \u003cli\u003eIRS or State Letter Intake\u003c\/li\u003e\n      \u003cli\u003eReview Request and Referral Note\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e2 fill-in checklists\u003c\/strong\u003e: Client Return Intake Checklist and Season Deadline Checklist.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eA step-by-step routine\u003c\/strong\u003e and a workflow map.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003e3 follow-up emails\u003c\/strong\u003e: welcome, mid-year, year-end.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReturn Fee by Forms \u0026amp; Schedules Calculator + Price \u0026amp; Profit Calculator\u003c\/strong\u003e (.xlsx with working formulas: builds a return preparation fee from the forms and schedules involved, and compares it with the time it takes. Pricing only, not tax advice, plus the line-item price calculator; blank, EXAMPLE and How It Works tabs).\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eDetails\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eDigital download: one zip with the kit PDF (22 pages, US Letter), an editable DOCX and the .xlsx. Nothing is shipped.\u003c\/li\u003e\n\u003cli\u003eWorks with ChatGPT, Claude or Gemini, free or paid.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eAI drafts can contain mistakes, so check every price, date and term before you send anything. Not legal, tax or professional advice. Follow IRS Circular 230 or your credential's rules, your state's rules and data security requirements (written information security plan). Never put client tax data, SSNs or documents into chat tools or unsecured apps. The kit gives no tax or legal advice.\u003c\/em\u003e\u003c\/p\u003e\n\u003cp\u003eWant help with the rest of your business? The \u003ca href=\"https:\/\/getservicestackai.com\/products\/servicestack-ai-toolkit\"\u003eServiceStack AI Toolkit\u003c\/a\u003e ($67) has 80 fill-in AI prompts in 12 categories, 25 templates, 39 swipe files and 25 SOPs, with a 5-day money-back guarantee.\u003c\/p\u003e\n\u003cp\u003eQuestions before you buy? Email \u003ca href=\"mailto:support@getservicestackai.com\"\u003esupport@getservicestackai.com\u003c\/a\u003e.\u003c\/p\u003e","brand":"ServiceStack AI","offers":[{"title":"Default Title","offer_id":67672302321827,"sku":null,"price":29.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0763\/4832\/6051\/files\/Tax_Preparer_Organizer-to-E-File_cover_2000x2000_7c6a8965-2c49-4ee0-8930-8c4fc63c3b39.png?v=1791913039","url":"https:\/\/getservicestackai.com\/products\/tax-preparers","provider":"ServiceStack AI","version":"1.0","type":"link"}