AI Prompt Pack for Bookkeepers & Accountants | Client Email Templates & Outlook Guide

Help your practice spend less effort drafting routine messages and keep clients informed.

Created for small bookkeeping and accountancy teams, this AI Alchemist toolkit focuses on everyday client administration: clearer requests, helpful updates and organised follow-ups.

Five practical prompts cover:

• Sorting client enquiries and routing specialist questions to the right person.

• Requesting missing records without asking for information already received.

• Welcoming new clients using the agreed scope and onboarding process.

• Explaining work in progress without overstating what is complete.

• Reviewing outstanding records and promised client updates.

WHAT’S INCLUDED

• A 25-page PDF workbook.

• A separate text file with five copy-ready prompts.

• Fictional worked examples and checks for each task.

• Colour-coded prompt panels and interactive progress tick boxes.

• Notes pages with a camera mini-prompt for incorporating handwritten ideas.

• A business-context worksheet and 20-minute team exercise.

• A four-page Outlook guide covering inbox rules, reusable replies, follow-up reminders and a testing checklist.

Build confidence using an AI tool approved by your business. Your team supplies the facts, checks the wording and decides what to send. No coding is required.

This toolkit supports client administration. It does not provide accounting, tax, payroll or legal advice, calculate statutory deadlines, access client accounts or submit filings. It does not connect to your inbox or send messages automatically. Microsoft 365 features depend on your account and Outlook version. Software subscriptions and personal setup support are not included.

Created by Siobhan Kos-Hodge in collaboration with ChatGPT, drawing on her customer-service principles and experience.

AI excellence starts with your people.