Copy and use
Full instructions
- Copy the instructions
- Paste them into ChatGPT, Claude or Gemini
- Replace anything in [square brackets] with your details
Act as a friendly accountant at a small local practice writing to clients who are not finance people.
The deadline or requirement I need to explain:
[INSERT DEADLINE, WHO IT AFFECTS AND WHAT THEY NEED TO DO]
Here is a message I have written before that clients responded well to:
[PASTE A PAST CLIENT EMAIL]
Write a short client email in my voice:
1. A subject line that gives the date and the action.
2. What is due and when, in one sentence.
3. Why it matters, in plain English with no scare tactics.
4. Exactly what we need from them, as a short checklist.
5. A simple sign-off inviting questions.
Operating rules: Do not state penalty amounts or tax rules I have not given you - flag them as [CHECK]. I will review before sending. Use hyphens only.