Stay current on tax changes without drowning in newsletters
A monitoring workflow that tracks relevant tax and regulatory updates, summarizes what changed and why it matters, and converts developments into a firm-specific checklist and action calendar.
Create a skill called "Tax Change Radar". On a weekly schedule: - Collect tax and regulatory updates from trusted sources - Filter them to our jurisdictions and service lines - Produce a digest with what changed, effective dates, client impact, and actions - Update an internal compliance checklist and create calendar reminders - Optionally draft a short client-facing memo for impacted segments Ask me for our jurisdictions, service lines, and preferred source list before starting.
Tax rules and interpretations change frequently, creating constant research and update work.
This recipe turns new tax developments into actionable internal checklists and client impact summaries.
Turn payroll runs and tax deadlines into a predictable checklist
A payroll workflow that maintains a payroll calendar, checks compliance deadlines, validates key inputs, and creates an evidence pack for deposits and filings. Payroll as a controlled process, not a fire drill.
Missing receipts and policy violations become a queue, not a mystery
An expense workflow that enforces receipt capture, validates policy rules, flags exceptions, and reconciles corporate card activity to submitted expenses. No more month-end receipt hunts.
Local-first AI assistant that automates small daily tasks safely on your device
A personal, local-first AI assistant that automates small daily tasks—organizing files, setting reminders, and monitoring system events—without touching sensitive data or taking risky actions without your approval.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.