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Prepare a checklist for your accountant at year end

AI produces a tailored list of documents and figures your accountant will need, based on your business type. Fewer back-and-forth emails and a smoother year end. Not a substitute for tax advice.

AI chat Quick win
Time saved
1-2 hrs per year
Tools you could use
ChatGPT, Claude
Good for
Freelancers & sole traders, Finance & bookkeeping
Industries
Any

Try it now

Use ChatGPT, Claude or Copilot today — just paste a prompt.

I am a [sole trader/limited company] [type of business] with [VAT registered or not, employees or not, vehicle use]. Create a checklist of documents and figures my accountant is likely to ask for at year end, grouped by category. I will confirm specifics with my accountant.

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I can set it up around the tools you already use — or help you pick the right first project. Short call, no jargon, no obligation.