Meet Alisha: AI Due Diligence Assistant for Tax Preparers

This digital product provides guided access to a custom-built AI assistant designed to support tax preparers with organization, due diligence workflows, and structured client intake.

Built using ChatGPT technology, this assistant helps you:

• Ask better questions
• Identify missing information
• Improve consistency in your process
• Support cleaner, more organized tax preparation

This is not software and does not function independently of ChatGPT.

What’s Included

• Downloadable onboarding PDF
• Private access link to a custom AI assistant
• Instructions for proper use
• Usage rules and disclaimers

Requirements

• Active ChatGPT account (free or paid)
• Internet access

This product is not affiliated with or endorsed by OpenAI.

Usage Terms

• Personal or internal business use only
• Non-transferable
• Not resellable
• No redistribution

Delivery

Instant digital download after purchase.