For CPA, bookkeeping, and tax firm owners
A ready-made set of AI skills that chases missing docs, drafts engagement letters, and preps advisory conversations, so your team spends busy season on the work instead of the email.
Sound familiar?
15 seconds
You've been sold prompts.
Copy. Paste. Tweak. Repeat.
Still sounds like a robot.
Still eats your night.
This isn't that.
A skill is your playbook, built in.
Your voice. Your process. Same result every time.
Ask once. Done your way.
Up and running in about 30 minutes.
Get your evenings back.
Built for Accounting, Bookkeeping & Tax Firms
Prompts
You write them, rewrite them, and get a different answer every time.
Skills
Your process, your voice, and your rules packaged once. The same good result every time anyone on your team asks.
Setup
Initial setup takes about 30 minutes to connect your email, calendar, and the basics. Each additional system usually takes 5 to 10 minutes, as long as you have your passwords and logins handy. It’s done live with Evan or one of our trained experts. Need more help? Book a time and we'll coordinate.
Before and after
Today
Your staff spends mornings chasing K-1s, 1099s, and bank statements one email at a time.
With the kit
A polite-then-firm sequence is written for each client listing exactly what's missing, with a clear deadline and an escalation step you control.
Skill: Client Doc Chaser
Today
A new monthly bookkeeping client signs on and you spend an hour adapting last year's letter and writing the welcome email.
With the kit
The engagement letter, scope, and onboarding emails are drafted from your notes and your own templates. You review the terms before anything is sent.
Skill: Engagement Letter & Onboarding
Today
You can see a client's margins slipping or their entity setup costing them, but there's no time to frame the conversation.
With the kit
A one-page brief pulls the opportunity from the client file you share and drafts how to open the conversation and what to propose.
Skill: Advisory Upsell Brief
Today
Every January you rebuild the organizer and request lists by hand, client by client.
With the kit
Checklists and request lists are drafted per client type, so the season opens with every request already queued.
Skill: Tax Season Organizer
Today
Dozens of client emails a day, from "quick question" to notices from the IRS, all mixed together.
With the kit
The inbox is sorted by what's urgent, and replies to routine questions are drafted for you or your staff to check and send.
Skill: Inbox Manager
What's in the Accounting Firm Kit
Customer Experience
Client Doc Chaser★ new
Writes the polite-then-firm sequence to get client documents in.
Legal & Contracts
Engagement Letter & Onboarding★ new
Drafts engagement letters and onboarding emails for your review.
Sales & Pipeline
Advisory Upsell Brief★ new
Spots advisory opportunities in a client file and drafts the conversation.
Finance & Admin
Tax Season Organizer
Builds the checklist and request list for tax season.
Customer Experience
Inbox Manager
Sorts your inbox and drafts replies to the messages that matter.
Finance & Admin
Invoice Chaser
Writes polite, firm reminders for overdue invoices, escalating on schedule.
Operations
SOP Writer
Turns how you do something into a step-by-step SOP.
People & Hiring
Hiring Screener
Screens applicants against what the job needs and drafts interview questions.
30-second math
Your estimate
11.9 hrs
back every week
Email me my results
Works alongside
The kit doesn't replace your practice management or tax software. It drafts the emails, letters, and briefs, and your team sends them from Karbon, Canopy, or your inbox like they already do.
From owners like you
Fair questions
It runs in your own Claude account; we don't see your emails or files. You decide what goes in. Many tasks, like doc-chase emails and engagement letters, need only a name and a list of items. Follow your firm's own data policies and professional standards.
Not directly. The kit drafts the emails, letters, and briefs, and your team sends them from the systems you already use. No integration project during busy season.
Treat it as a first draft built from your own templates and scope notes. You or a partner review the terms before anything goes to a client. It's not legal advice.
The brief frames the conversation around a problem you can already see in their numbers. It's written to sound like their accountant, not a salesperson.
A paid Claude plan. Initial setup takes about 30 minutes to connect your email, calendar, and the basics. Each additional system usually takes 5 to 10 minutes, as long as you have your passwords and logins handy. Need more help? Book a time and we'll coordinate.
You're covered by a 30-day guarantee: if we can't get your kit running in your own Claude account within 30 days of purchase, we refund the full price. The one exception is connecting to custom-built internal tools that don't offer a standard API, MCP, or CLI. Ask us before you buy if that's what you rely on.
Who's behind this
Evan Hopkins, founder of TACANNI
Evan led a SaaS company's revenue from $44M to $215M in four years and now works as a fractional CRO for founder-led companies. Fully Staffed kits are built on the same AI team he runs TACANNI on. More about Evan
Every skill above, customized to how your business works and installed in your own Claude account. Up and running in about 30 minutes. You need a paid Claude plan.
$5,000+ $1,000 per additional person
30-day guarantee: If we can't get your kit running in your Claude account within 30 days, you get a full refund.
Pay securely
Card or bank through Stripe. Your receipt links straight to the next step.
Book your setup session
A 2-hour window with Evan or one of our trained experts. Most initial setups take about 30 minutes; the window leaves room for every system you want connected.
Use it the same day
Each extra system takes 5 to 10 minutes. Need more help later? Book another time.
Want the whole AI org? The Full Skill Set is all 38 skills TACANNI runs on, from $15,000. Your Fully Staffed purchase counts toward it. See the Full Skill Set
