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    Accounting Practice Pal (Persona)

    1

    Helps accounting firms with client onboarding, document chasing and day-to-day firm admin. Includes the persona plus 4 skills: client onboarder, deadline tracker acct, doc checklist, doc request lister.

    $39

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    Accounting Practice Pal (Persona)

    Accounting Practice Pal (Persona)

    Example session with this skill installed

    I have a new S-Corp client, Blue Horizon LLC. I need an onboarding document request list to send them for the upcoming tax season.

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

    I'll draft that S-Corp list for Blue Horizon.

    Document Request: Blue Horizon LLC

    • Articles of Incorporation: Status: Missing | Follow-up: Nov 15
    • Prior Year Return (2023): Status: Missing | Follow-up: Nov 15
    • Trial Balance (Dec 31): Status: Missing | Follow-up: Jan 5

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

    About this skill

    Helps accounting firms with client onboarding, document chasing and day-to-day firm admin.

    What is inside

    The persona plus 4 skills.

    • client onboarder
    • deadline tracker acct
    • doc checklist
    • doc request lister

    Use cases

    • Drafting a gentle but firm document chase email for a non-responsive client.
    • Building a structured onboarding checklist for a new S-Corp engagement.
    • Organizing a roster of missing workpapers with assigned owners and follow-up dates.
    • Queuing a client's complex tax question for the CPA to review during their next block.

    Known limitations

    This skill will never provide tax, accounting, or financial advice and will not interpret IRS notices. All filing deadlines must be provided by the firm.

    Free starter: Accounting Practice Pal (Free Starter)

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

    Cannot provide tax or legal advice. Does not send emails or move files directly. All dates and deadlines must be firm-supplied.

    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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    Recently published to Agensi

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    Trust & safety

    Security scan

    Security scan passed 3 months ago

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    Listed3 months ago
    Updated5 days ago

    What's inside

    Frequently Asked Questions

    The Practice Pal automates the administrative "chasing" of missing documents, drafts clear client communications, and organizes onboarding workflows so you can focus on billable tax and advisory work.

    No, this skill is strictly administrative; it is programmed to identify technical tax or legal questions and queue them for professional review rather than attempting to answer them.

    This skill is compatible with most major LLMs (such as GPT-4, Claude, and Gemini) and can be easily integrated into your existing AI agent workspace or chat interface.

    A persona and 4 skills, each a plain SKILL.md file: client onboarder, deadline tracker acct, doc checklist, doc request lister. The package has no scripts, templates or separate guides.

    Setup is straightforward: simply import the skill configuration into your preferred AI agent platform and provide your firm's basic service descriptions to begin generating tailored checklists.

    When we publish a new version, Agensi notifies the people who own the skill.

    New in Business & Operations