What problem does it solve?
Tax practitioners lose billable hours chasing clients for outstanding documents, and writing those reminder emails by hand risks tone slips, invented dates, or accidental advice. This Skill drafts a single friendly (level-1) document-request email from a short client brief plus a saved practice profile, applying a strict liability guard so the draft never computes figures, invents dates, gives advice, or leaks unmasked PII.
Core Features & Use Cases
- Single level-1 email drafting: Produces one friendly document-request email per run, with a subject under 60 characters naming the firm and a body under 150 words, listing each outstanding document exactly as the brief states it.
- Full liability guard: Applies an eight-rule self-audit (no computation, no memory figures, no advice, PII masking to last-4, escalation flags, no IRS impersonation, no scope creep, no outcome promises) and reports what it checked in a guard note.
- Profile-driven sign-off: Reads firm name, preparer credential, and contact block from a practice profile so every draft renders a consistent professional sign-off.
- Use Case: A CPA pastes a brief for client J.M. (1040 + Schedule C, missing 1099-NEC, mileage log, and prior-year return, due March 20, 2027) and receives a ready-to-review friendly reminder email with a guard note and review notice.
Quick Start
Fill in the profile template with your firm details, then ask the skill to draft a level-1 document-request email from a completed client brief listing the outstanding documents and due date.
