Describe the task
Hand the workflow the signed-off year-end file for a client. Ask for an advisory review against your house checklist: tax planning opportunities, balance sheet risks, year-on-year trend shifts, and anything in the P&L that merits a partner conversation.
Give the workflow context
An AI workflow connected to your practice document store with the current-year and prior-year accounts, the engagement letter, any tax computations already prepared, and your house advisory checklist. Read access only - the workflow drafts, the partner signs.
What the workflow creates
A structured advisory summary for each client: headline findings, tax planning ideas worth a conversation, flagged balance sheet items, and the trend shifts that matter. Draft form, cited back to the source figures. Ready for the partner to review and land with the client.
Follow-up prompts
- Draft a client-facing letter based on the review findings, ready for partner sign-off.
- Run the same review across the next three clients in this portfolio.
- Pull the year-on-year changes into a one-page partner briefing for the next meeting.
Tricks and tips
- Start with one partner and one portfolio. Get the house checklist codified in the prompt first, then scale.
- Feed the workflow the prior-year partner commentary too - it learns the kind of observation your firm actually makes.
- Keep the partner in the loop on every draft for the first month. The signal you want is whether the partner is editing or just accepting.