New prompt every Wednesday

Practical AI prompts for accountants and advisors

Turn record requests, deadline reminders and routine client administration into plain-English drafts ready for professional review.

Previous prompts for Accountants and advisors

14 Oct 2026

Polite Overdue Invoice Nudge

Paste in a note about an invoice that has gone unpaid. AI will draft a friendly first check-in, a firmer follow-up, and a final notice for if it still is not settled.

7 Oct 2026

Year-End Client Checklist

Paste in a note about what your business needs from clients at year end. AI will produce a plain-English checklist of exactly which records and statements to gather, with jargon explained.

30 Sep 2026

Remind Clients to Get Tax Records In Early

Paste in a few details about your client base and filing deadline. AI will draft a friendly early reminder email listing exactly what records they need to send you.

See how this applies to Accountants and advisors

Practical example

Example: chasing missing paperwork

Useful context

Why paperwork chasing eats the year

Fix the workflow behind the repeated task

If missing records and routine chasers dominate busy periods, the Working Diagnosis can identify one controlled workflow to improve.

See the £199 Working Diagnosis