Septim AI — Accountants pack
12 Claude agents for CPAs and bookkeepers.
Draft faster. Review less. Bill the time that matters.
A client emails 4 questions — you get one organized draft response in 90 seconds. An engagement letter takes 6 minutes, not 45. The December year-end checklist goes to every client from a single prompt. Twelve agents pre-built for the tax and bookkeeping workflows that eat your afternoons. Pay once — the files are yours.
The problem
Admin time
The average CPA spends 30–40% of their time on client communication, document drafting, and administrative work that isn't billable and isn't interesting. Client emails with multiple questions that each need a careful answer. Engagement letters that are nearly identical every year. Deadline reminders sent one client at a time.
Generic AI
ChatGPT
Knows what an accountant does. Has never handled a CP2000 or explained an unrecaptured Section 1250 gain to a confused client. Its engagement letters miss the "services not included" section every time. Its QuickBooks explanations describe the wrong version. You spend longer fixing the output than writing from scratch.
Septim AI Operator
$499
Twelve agents built for how CPA firms actually communicate: client questions bundled into one organized response, engagement letters with the right sections in the right order, audit notice responses that don't admit anything, year-end checklists in two versions. Every agent flags "CPA reviews before sending." Pay once — the files are yours.
Three tiers
Start where it makes sense.
The $99 Kickstart is for solo bookkeepers who want to try the model. The $499 Operator is for a firm with staff and a client roster. The $2,499 Embedded is for firms that want custom agent files and live training.
Kickstart
$99
lifetime · one user
- 5 generic agent files: Writer, Customer Replier, Bookkeeping Helper, Scheduler, Researcher
- "Where to Put These" setup guide (PDF)
- "Your First Week with AI" 7-day checklist
- 30 days email support
- Good for solo bookkeepers with small client lists
Operator
$499
lifetime · 1–10 staff
- 12 accountant-specific agent files
- 30-day week-by-week rollout playbook
- 7 copy-paste prompts for the highest-volume daily tasks
- 60-minute onboarding call with the founder
- 30 days async email support
- Free quarterly updates for 12 months
Embedded
$2,499
lifetime · 10–50 staff
- Everything in Operator
- Discovery session: we map your existing workflows and client communication patterns
- Custom agent files tuned to your firm's voice, practice areas, and software stack
- 3 training calls (90 min each): partner, staff accountant, admin
- 90 days async email support
- 30-day adoption check-in call
- Money-back guarantee if no measurable wins by Day 30
Accountants pack — 12 agents
Every agent handles one job well.
Each file is a Claude instruction set for a specific task. Every accountant agent is built with the same rule: the agent drafts, the CPA reviews before it goes out. Nothing leaves the firm without a human in the loop.
01
Client Question Summarizer
Extracts every question from a client's emailed message — including implied ones — and produces one organized draft response. No more re-reading the thread to confirm you answered everything.
02
Tax Deadline Reminder
Drafts monthly outreach for every major filing and payment deadline — estimated tax, extensions, W-2/1099 issuance. One email per deadline, one prompt to generate the batch for the whole client list.
03
Bookkeeping Clarifier
Explains a category change or bookkeeping decision in plain English. "Why did you move that to Depreciable Equipment?" gets a real answer — what the category is, why this transaction belongs there, what it affects.
04
Engagement Letter Drafter
First pass on annual engagement letters: services included, services explicitly excluded, client responsibilities, fee and payment terms, signature block. The section most firms skip — "services not included" — is always there.
05
W-2 / 1099 Explainer
Explains worker classification to a client who just hired their first contractor. Covers the IRS three-factor test in plain English, flags state-specific rules (California ABC test, etc.), and confirms which form applies.
06
Expense Categorizer
First-pass category assignments from raw bank or credit card transactions. High/medium/low confidence per row. Every ambiguous transaction — the होम Depot charge, the restaurant that could be personal or a client meal — gets a specific clarification question.
07
Client Meeting Prep
Pre-meeting brief with 3 questions to ask. Written for the CPA with 3 minutes before the call — not for the client to read. Surfaces what changed, what's unresolved, and what documents to have pulled before you dial in.
08
Payroll Question Handler
Common payroll FAQs — deposit schedules, W-2 questions, garnishment, payroll errors — answered in the client's language, not accounting language. Defines every term it uses on first reference.
09
Audit Letter Responder
First-pass response to IRS audit notices and information requests — CP2000, Letter 566, state audit letters. Produces a cover letter and document checklist. Flags everything the CPA must review before this goes anywhere near the IRS.
10
QuickBooks Issue Translator
Turns QB error messages and interface confusion into numbered step-by-step fixes. Specifies the exact menu path. Flags any step that could affect data with a caution before the client proceeds.
11
Fee Justification Writer
Explains why this year's fee is different from last year's — specific reasons, not "inflation." The rental property sale added two schedules. The quarterly estimated tax service runs all year. The agent states it plainly without apologizing.
12
Year-End Checklist
The December "act before the 31st" email — in two versions: individual filers and business owners. What to do before year-end, what to send the firm, and when to call before filing season gets busy.
Who buys this
Built for the firm with a real client roster.
Not a solo bookkeeper with 10 clients and not a Big 4 office. The firm this pack is built for has 50–300 clients, a staff of 2–8, and a communication backlog that swells every January and runs high from March through October.
CPAs
Individual & Small Business Tax
The partner who spends two hours a week answering client emails that all have the same three questions. The staff accountant who drafts engagement letters from last year's version and always misses the scope exclusions.
Bookkeepers
Outsourced & In-House
The bookkeeper who gets 4 "why did you change this category" questions a month and spends 30 minutes on each one. The first-pass expense categorizer alone saves 2–3 hours per client per month on cleanup.
Tax Preparers
Seasonal & Year-Round
The preparer who runs a high-volume individual practice and needs the December checklist, quarterly reminders, and engagement letters done fast. The agents handle the client communication volume; the preparer handles the returns.
Firms
2–8 Staff, 50–300 Clients
The firm where the admin handles client emails, the staff accountant categorizes expenses, and the partner reviews everything before it goes out. The agents compress the drafting layer — the review layer stays human.
30-day rollout
Four weeks. One agent at a time.
The pack ships with a week-by-week rollout playbook. You don't run all 12 agents in week one — you run three, get comfortable, and add more. By week 4 the firm has a default agent for every high-volume communication task.
Week 1
Client communication
Client Question Summarizer, Tax Deadline Reminder, Year-End Checklist. These three cover the highest-volume outbound communication — the emails that pile up on the same days every month.
Week 2
Client education
Bookkeeping Clarifier, W-2/1099 Explainer, Payroll Question Handler. The questions clients ask repeatedly — why the category changed, whether to issue a 1099, why the payroll deposit notice arrived. One agent each.
Week 3
Engagement and billing
Engagement Letter Drafter, Fee Justification Writer, Client Meeting Prep. The admin layer of the client relationship — getting scope in writing, explaining what the fee covers, and walking into every meeting prepared.
Week 4
Technical tasks
Expense Categorizer, QuickBooks Issue Translator, Audit Letter Responder. The agents with the steepest input requirements — they produce more when you give them more. Week 4 is when the team knows how to feed an agent well.
FAQ
Straight answers.
Does the Audit Letter Responder submit anything to the IRS?
No. The agent produces a first-pass response draft and a document checklist. Every output from this agent is explicitly marked "for CPA review only — do not submit without sign-off." The agent doesn't send email, doesn't interface with the IRS, and doesn't make any strategic determinations about how to respond. That's the CPA's job. The agent makes the drafting faster.
Do the agents give tax advice?
No. Every agent in the accountants pack is built with the same rule: it drafts content for CPA review, it doesn't give tax advice as a substitute for CPA judgment. The W-2/1099 Explainer explains the general framework — the CPA confirms the right answer for the specific client. The Expense Categorizer assigns first-pass categories — the CPA reviews before anything goes in the general ledger. The agents make the CPA's work faster, not optional.
What software does this work with?
The agents are instruction files that run inside Claude's Projects feature (claude.ai). You need a Claude Pro or Team subscription ($20/month). The agents don't connect to QuickBooks, Xero, or your tax software — they produce text output that you copy into your documents and systems. The QuickBooks Issue Translator translates error messages; it doesn't access your QuickBooks account.
Can I customize the agents for my firm's voice?
Yes — that's the point. Each agent file has a "Voice" section you edit to match how your firm communicates. Add your firm's name, your preferred sign-off, your specific client vocabulary ("we say 'reach out' not 'contact us'"), and the agents converge to your voice within a week of use. The Embedded tier takes this further with custom tuning done for you during onboarding calls.
What's the refund policy?
Operator ($499): 14-day refund if you can show you attempted the setup and the agents didn't work for your practice. Embedded ($2,499): full money-back guarantee if you cannot demonstrate at least 3 specific tasks your team is handling faster by Day 30. Email support@septimlabs.com — no form required.
Is this a subscription?
No. The pack is a one-time purchase — you pay $499 and the files are yours. The only ongoing cost is your Claude subscription ($20/month for Pro, required to use the agents). The pack includes quarterly updates for 12 months; after that, the files you have continue to work without updates, and you can purchase updated versions if you want them.
Ready to start
The Accountants pack is live.
If the firm saves 4 hours this week on client emails and engagement letter drafting, the pack pays for itself before the weekend. If it doesn't, you have 14 days to say so.
Pay once · Files are yours · 60-min onboarding call included · support@septimlabs.com