.png?width=357&height=85&name=tpiq-logo%20(375x85).png "TaxPlanIQ")
Free Download:
How Accountants Are Running Their Firms from Claude on Their Phone
.png?width=350&height=350&name=How%20Accountants%20Are%20Running%20Their%20Firms%20from%20Claude%20on%20Their%20Phone%20Mockup%20(1).png "How Accountants Are Running Their Firms from Claude on Their Phone Mockup (1)")
The agentic AI playbook that shows you how to connect Gmail, Slack, and live research to Claude so it takes action, not just answers questions.
Enter your info below to download.
%20(1).png?width=150&height=166&name=Arrow%20Pointing%20Right%20%26%20Up%20(Yellow)%20(1).png "Arrow Pointing Right & Up (Yellow) (1)")
Download today to get the Agentic AI Playbook for Advisory Firms
Inside, You’ll Discover:
✓ The 10-Minute Setup: Step-by-step to connect Gmail, Slack, and Claude Projects so AI works across your whole firm, not just in one browser tab
✓ The Gmail Without Gmail Workflow: How to find threads, read full context, and draft client replies without ever opening your inbox
✓ The One-Sentence Delegation Prompt: The instruction that turns a vague task into a step-by-step Slack message, ready for your approval before it posts
✓ The Live Client Research Method: How to pull real complaints from Reddit and the web, then turn them into LinkedIn posts in your prospects' exact words
✓ Claude Projects for Firms: How to load your voice, pricing, and client context once so Claude writes like a trained team member every session
✓ The Full Day From Your Phone: A five-task sequence across Gmail, Slack, and research in under 12 minutes, no laptop required