Academy Modules
The consultant you didn't hire.
The Academy articles explain what's true. These modules are the do-this-on-Monday layer. Each ships with try-it-yourself artifacts — copy-pasteable prompts, templates, walkthroughs, and checklists — for a working US tax practitioner. Either spend $2-5K on an AI-implementation consultant, or work through these. Same setup, same workflows, same §7216 guardrails.
Solo practitioner pathway
§7216-defensible AI setup
The operational walkthrough between the §7216 article and the consent generator — vendor selection, DPA acquisition, audit-trail setup, engagement-letter rider, and the client briefing. Thirty minutes to permanent §7216 defensibility.
30 min to first defensible setup
Client-comm assistant in your voice
Capture your writing voice once, draft the seven recurring client communications from templates with placeholders, and keep client data out of the prompt. The voice-matched client-comm assistant built on a tool you already have.
20 min voice-capture setup; 2-5 min per communication
Pre-signature anomaly review
A 15-minute AI-assisted review pass before Form 8879 — five prompts that catch cross-year deviations, missing forms, math breaks, and untenable positions, with the calibration discipline that keeps the practitioner the §10.34 decision-maker.
15 min per return after one-time setup
The OBBBA rename trap
AI trained before July 2025 defaults to pre-OBBBA terminology (FDII, GILTI, §174, $10K SALT). The prompt-level framing, post-response audit, and printable rename map that catch stale tax law in AI output before it reaches a return.
5-10 min per research session
More modules are in production. The Solo pathway continues with a K-1 decoder + 1099 reconciliation module. Small-firm, specialty, and mid-firm pathways follow.