Use cases
Claude for admin work
You have seen the five shapes on the tax and accounting sides. Here they are on the admin side. The same process as before still applies.
Start with the one you do most: turning a rough note into a clean message.
Turn this into a polished email to a new client confirming their meeting. Warm and professional. Rough note: appt schedule for thurs the 14th 2pm with Nick, bring last 2 yrs returns, guest parking is in front of the building.
Hi [client],
Just confirming your appointment with Nick on Thursday the 14th at 2:00 PM. When you come in, please bring your last two years of tax returns. Guest parking is available in front of the office building. We look forward to seeing you then.
Next, the message you have already written but want to land better.
I wrote this reply to a client who is annoyed their return is not done yet. I do not want to sound defensive or make excuses. Soften it but keep it honest. My draft: Your return is not finished because we are still waiting on two documents from you that we asked for last week.
Hi [client],
Thank you for checking in. Your return is in progress, and the one thing holding it up is a couple of documents we are still waiting on from your end. As soon as those come in, we can finish the return and send it to you for your review and signature. I am happy to help answer any other questions you may have.
Third, a client dropped off a box of documents for their tax return that may or may not be relevant.
I scanned all the documents from a box a client dropped off in person this morning. Currently, everything is in one massive PDF file. While keeping the original document intact, please break out and categorize the documents so I can have a better understanding of the contents. [upload PDF]
I have gone through the original PDF to understand the context of what the client dropped off. I have broken the contents out into the following categories: receipts, monthly bill statements, and government tax documents. I did not apply any particular naming convention to the documents, since you only asked me to break them out and categorize them.
The last one is not an email. It is the pile of rough notes that has to become something readable.
I jotted these notes during a client call and need them as clean notes I can pass along to the preparer. Keep every detail, just make it organized and readable. Notes: client selling rental in Austin closing march, wants to know cap gains hit, also asking about putting kid on payroll for the s corp, mentioned spouse starting consulting llc.
Here are the notes organized by topic.
Rental sale: client is selling an Austin rental property, closing in March, and wants to understand the capital gains impact.
S-corp payroll: client is asking about putting their child on payroll.
New entity: spouse is starting a consulting LLC.
Each of these is a follow-up item, and I kept them separate so they are easy for the preparer to read through.
Look at what Claude did across those four. It cleaned up a note, softened a reply, sorted documents, and organized a call into readable notes. Each of these examples still requires human judgment. Claude gave you what you asked for, and now it is your job to make sure the response is adequate for its intended purpose.