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Cpa Practice Toolkit

plugin

A Claude Cowork plugin for solo CPAs and small accounting firms. Automates the most time-consuming administrative tasks in tax practice: client document checklists, engagement letters, missing docs follow-ups, return status emails, LLC monthly P&L summaries, and engagement termination letters. Fully bilingual in English and Spanish. Built by a licensed CPA based on real tax practice workflows. Works for any US state. IRC §7216 compliant engagement letter language included.

Works with: Claude Code, Cursor, Claude Desktop, Codex CLI, Gemini CLI, Cline, Windsurf, VS Code

Category: Dev Tools & CI — see all ranked ›

Security audit

Not scanned yet. We audit npm-published capabilities for known advisories, install-time scripts and permission surface; this one has no npm package we can resolve, or has not reached the queue.

source ↗  ·  plugin:newbieappbuilder/cpa-practice-toolkit/cpa-practice-toolkit

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