FAQ
If yours isn't here, it's probably worth adding — tell us.
For Starter-level packs, no — they assume nothing and walk you through each step. Standard packs assume you can find your way around your own books and know what a P&L is. Advanced packs assume real accounting fluency and are honestly aimed at bookkeepers, controllers, and owners of complex entities. Every pack lists its level.
A zip file containing plain Markdown text files — the workflow, reference material, and templates — plus a setup guide. No software, no installer, no login. You can open every file in Notepad and read it. Nothing expires and nothing phones home.
No. Every purchase is one-time. It includes twelve months of updates; after that, what you bought keeps working forever, you just stop receiving revisions unless you renew. There's no recurring charge unless you choose one.
Yes — using a pack across your own client base is fine and a lot of our buyers do exactly that. What you can't do is resell, redistribute, or repackage the files as your own product. See the license terms.
Both, but not identically. Every pack ships in three formats: a Claude Skill, a ChatGPT Project version, and universal Markdown you can paste anywhere.
The honest version: Claude handles multi-file workflows and long procedures more reliably, so packs with many steps — month-end close, return review — hold together better there. Simpler packs work equally well in either. Each product page lists supported platforms, and we flag it when the difference actually matters.
Practically, yes. Free tiers cap file uploads and context length, and longer workflows will get truncated partway through — which is worse than not running them, because you get partial output that looks complete. Claude Pro or ChatGPT Plus is enough for everything here.
Not directly. These are prompt and workflow packs, not software integrations. You export reports or statements from QuickBooks, Xero, or wherever your books live, and give those to the AI. Each pack tells you exactly which reports to pull.
Your data never touches us — we sell you files, you run them in your own AI account. Whatever privacy terms you have with Anthropic or OpenAI are what govern. Worth knowing: business and team tiers of both generally exclude your data from model training, while consumer tiers may not. Check your own account settings before uploading client information.
You don't, entirely — and any vendor telling you otherwise is selling something. What these packs do is narrow the space where it can go wrong: locked chart of accounts instead of invented categories, explicit decision hierarchies instead of vibes, and hard checkpoints the workflow can't pass until something actually reconciles.
They also make the AI show its work, so you can check the reasoning rather than trusting the conclusion. Reconciliations either tie or they don't. That's the design: build workflows whose output is verifiable.
No. Nothing here files, transmits, or submits anything. The tax review packs help you check a return that's already been prepared, and the projection packs help you estimate what you'll owe. Filing goes through you, your preparer, or filing software.
We revise the affected packs and you get the new version free during your twelve-month update window. Every pack carries a version number and a changelog noting what changed and which law or platform change drove it. Packs that reference specific years say so on the label.
No, and we'd be lying if we said yes — we run an accounting firm. What they replace is the eight months where your books sit untouched and the cleanup work that follows.
Most people who use these still work with a preparer. They just show up with organized books and specific questions instead of a folder of receipts, which means they pay for strategy rather than data entry.
Some of it. Multi-state operations, foreign reporting, high-volume crypto, ownership changes, and anything under examination are explicitly out of scope — the packs are built to recognize those and stop rather than produce a confident wrong answer. If that's your situation, buy the bookkeeping packs to get your records clean and hire a professional for the tax work.
Tell us about it. The packs improve continuously, but they're built around the scenarios we see most often and no pack covers everything — that's a limit of any general tool, not a defect.
You can submit the case online for assessment. A CPA or accountant from our firm reads it, may come back with follow-up questions, and where the scenario can be handled we extend the pack and send you the updated version. If the case is general enough to affect other buyers, the fix ships to everyone.
The honest boundary: what comes back is a better tool, not advice on your facts. If a real accountant looks at your case and concludes it genuinely needs professional judgment, they'll tell you that instead of stretching a pack to cover it.
Because these are instant-download files, we can't offer an unconditional return once you have the pack. But if a pack doesn't do what its product page said it does, contact us and we'll sort it out — replacement, credit, or refund. See the refund policy.
Every pack is priced by its level, and nothing else: Starter packs are $39, Standard $69, Advanced $119. The level reflects depth and stakes — a chart of accounts builder is a one-time guided setup; an 1120-S review pack encodes a multi-hour professional procedure where errors are expensive. Pick the level that matches you, and the price follows.