cpa-practice-toolkit
Publisher not specified · Claude Code
What this plugin does
A Claude Cowork plugin for solo CPAs and small accounting
firms. Automates the most time-consuming administrative
tasks in tax practice: client document checklists,
engagement letters, missing docs follow-ups, return status
emails, LLC monthly P&L summaries, and engagement
termination letters. Fully bilingual in English and Spanish.
Built by a licensed CPA based on real tax practice workflows.
Works for any US state. IRC §7216 compliant engagement
letter language included.
Catalog observations
- Sources
- Community
- Works with
- Claude Code
- Reported installs
- Not provided
- First observed
- 2026-10-03 22:13 UTC
- Last observed
- 2026-10-08 00:02 UTC
Installation counts are reported by Claude Marketplace, not independently verified active users. Observation dates are not release dates. Pricing and account requirements must be checked with the publisher.
Install in Claude Code
Choose a source and review what the plugin adds before installing.
Community
/plugin marketplace add anthropics/claude-plugins-community
/plugin install cpa-practice-toolkit@claude-communitySource evidence
Descriptions and compatibility labels come from the linked sources. Where both sources match, the GitHub description is used because web summaries may be shortened. We have not independently tested the declared capabilities.