Tools & Resources for Accounting Professionals
Practitioner-grade tools, templates, and prompts we built for the profession — genuinely useful, no paywall, no login. Free to use.
Templates & Toolkits
Practitioner-grade documents to take, adapt, and put to work — no drafting from scratch.
📄 Policy Templates
Editable firm policies — WISP, BYOD, AI use, wire authorization and more, in Word or PDF, with an implementation guide.
Open →💬 AI Prompt Library
Ready-to-run AI prompts — client emails, tax research, SOPs and more. Copy, or open in ChatGPT, Claude, Gemini or Copilot.
Open →📚 Practitioner Resources
Working documents for your firm — a WISP-aligned security checklist and the Excel power user's cheat sheet.
Open →Interactive Tools
Answer a few questions and get something useful back — instantly.
🛡️ Redact for AI
Paste client data and get a safe, tokenized version to use in any AI tool — SSNs, EINs, emails and more, scrubbed right in your browser. Nothing is ever uploaded.
Open →🧭 Find My CPE
Four questions, one personal course plan — matched from the live catalog with reasons.
Open →🎯 CPE Compliance Tracker
How many hours do you still need? Pick your state, enter your progress, get your plan.
Open →📊 Tech Savvy CPA Assessment
12 questions, instant scorecard across Excel, AI, security, and cloud — see where you rank.
Open →💵 Salary Benchmark
What accounting professionals earn by role, state, firm size — and the technology premium.
Open →🗄️ LearnSQL Playground
Practice SQL in your browser against real business databases, then pull results into Excel or Power BI.
Open →🎥 Stream Test
Check your connection before a webinar: quality score, speed, and diagnostics.
Open →Requirements & Reference
Know exactly what your state or credential requires — and when it's due.
Free CPE & Community
Earn real credit and connect with our instructors — genuinely at no cost.