All issues

Every issue lives on its own page, so you can find it again and search engines (and AI tools) can too. These first three are from the Archives, written so you can see the format before the weekly email starts.

Illustration of a robot hand at a keyboard, a tablet with email drafts labeled Client and Firm Name, envelopes, a paper airplane, and a weekly calendar of checked days.

Draft a week's worth of reminder emails without pasting in a single client name

A reusable prompt that writes polite payment and document reminders. You add the details yourself after the draft is done.

Archives · About 6 minutes
Illustration of a messy handwritten clipboard checklist transforming, through a prompt, into a clean reusable digital checklist on a phone, with two small AI robots.

Turn your messy month-end checklist into a prompt you can reuse

Stop rebuilding the close from memory every month. Here's how to turn your scribbled list into a consistent checklist.

Archives · About 6 minutes
Illustration of an IRS notice with a circular seal and a magnifying glass, a do-not-upload cloud icon, and a computer showing a robot beside a summary checklist.

Get the gist of a long IRS or state notice, without uploading the client's letter

A careful way to use AI to decode dense tax notices, while keeping the actual document off the internet.

Archives · About 7 minutes