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    Accounting Practice Pal (Free Starter)

    1

    Writes a plain-English document checklist for a new accounting client based on their situation. One skill, free.

    Free

    3 usesSecurity scanned
    Accounting Practice Pal (Free Starter)

    Accounting Practice Pal (Free Starter)

    Example session with this skill installed

    I have a new client who is self-employed and this is their first year with our firm. Generate a starter checklist for them.

    • Read your context and instructions
    • Compiled the accounting practice pal

    STARTER CHECKLIST, Self-Employed, First Year

    Send when ready

    • Prior Year Tax Return, Your last filed return from your previous accountant so we have your history.
    • Business Bank Statements, Full year of statements to verify total income and expenses.
      ...

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Writes a plain-English document checklist for a new accounting client based on their situation.

    What is inside

    A single SKILL.md you can drop into any compatible agent.

    Use cases

    • Create a "day-one" checklist for a new self-employed client handoff.
    • Generate a starter document list for a returning individual tax filer.
    • Prepare a document request for a new small company prospect.
    • Standardize the baseline documents requested for rental property owners.

    Full version: Accounting Practice Pal (Persona)

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    Does not track document completion or follow up with clients. Lists are drafts that require professional review before being sent to clients.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Security scanned

    Checked by our 8-point scan before listing

    3 uses

    Times used to date

    Free to use

    No account required to browse

    Trust & safety

    Security scan

    Security scan passed 2 months ago

    • Free with an Agensi account

    Permissions

    No special permissions declared or detected

    Listed3 months ago
    Updated6 days ago

    What's inside

    Frequently Asked Questions

    This skill eliminates the confusion of generic document requests by generating tailored checklists that explain technical tax requirements in plain English, reducing back-and-forth emails during client onboarding.

    This skill is a prompt-engineered template compatible with most major text-based AI agents, such as ChatGPT, Claude, and Gemini, requiring no complex API integrations.

    One file: SKILL.md. Add it to your agent and run it. The package has no scripts, templates or separate guides.

    Connect your AI agent to Agensi through MCP, then ask it to use Accounting Practice Pal (Free Starter) on your task. Your agent loads the latest approved version each time. Paid skills require a purchase or active subscription. Skill files are not available for download; your licence does not allow you to save, copy or export any part of a skill.

    The skill is designed to handle common document requests for individual filers, small businesses (Schedule C/Corps), and rental property owners.

    While this tool streamlines document gathering, it is strictly designed for administrative preparation and does not provide professional tax, legal, or financial advice.

    New in Finance & Accounting

    Free