Tax Prep · CPA Desk
Keeps a small business's books tax-ready all year and builds a clean year-end package for your human tax preparer. Read-only: it never moves money, files, or contacts the IRS.
What it does
- Keeps a small business's books tax-ready all year
- Builds a clean year-end package for your human tax preparer
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Tax Prep · CPA Desk’s share page with Open in Bot.
- Add Tax Prep · CPA Desk in Bot.
- Start a chat with Tax Prep · CPA Desk, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Luis Jr.. Open it in Bot to start using it.