Builds
What members are building.
Real tools, prompts, and workflows accountants have built with Claude and AI. Previews are public; the full write-ups and discussion are members-only.
- BuildPractice mgmtTool Video
The Client Analyzer
How I Turned a Pricing Spreadsheet Into an App
Rebecca Driscoll · Sold My Firm
- BuildAdvisoryTool Video
Newsroom - Content Organizer
This is a centralized place where I can dump all of my ideas for content and schedule and organize it.
Rebecca Driscoll · Sold My Firm
- BuildAdvisoryPrompt Video
Creating Presentation Slides Faster with Claude
How to make presentation slides way faster than ever before!
Rebecca Driscoll · Sold My Firm
- BuildPractice mgmtTool Video
Attendance Timer for CPE
The tool lets CPE instructors set session length and question names, choose an optional sound, and start a session that randomly pings them to remind them to post questions in the chat with prompts like Are you there?
Rebecca Driscoll · Sold My Firm
- BuildAutomation & MCPMCPWIP 1
MCP Server Builder Claude Skill
Current MCP servers aren't useful enough? Use this to build a custom MCP server for any software that has API to do more! For example, I used it to build a custom QBO MCP server that: - Exposes all of my client's QBO accounts (connected to my QBO Accountant profile) to Claude....not just one account like the official Intuit MCP server - Allows you to pick & choose if you give read/write/update access to any QBO object (ie: expenses, journal entries, invoices, etc.)
Phillip Gewin · LAUNCH
- BuildPractice mgmtTemplate
Payment Authorization Form
Gives authorization for our firm to make estimate and tax payments for our clients
Shawn Lavi · Lavi CpA
- BuildPractice mgmtTool Video
Backlog capacity planning tool
I took an export of jobs from TaxDome and put it into a shared webpage that a staff member can drag and drop jobs on a calendar to plan out their work.
Brian Davis · Atlas