INDUSTRIES · ACCOUNTING AND TAX FIRMS
Use AI for accountants with client files, firm procedures and past positions. Keep each client’s work with its authorized team.
How did we treat R&D credits for Aster Collective last year?
The prior-year working paper records the treatment and supporting research. The review note identifies the responsible partner. 1
Past positions
What's our year-end stock count procedure?
The firm procedure lists stock-count planning and review responsibilities. The checklist links the current instructions. 1
Procedures
Which engagement letter covers advisory work?
The template library identifies the advisory engagement letter and review date. The practice guide explains when the firm uses it. 1
Templates
Can our team use firm methods without seeing another client’s records?
Firm methods are available to the team. Another client's financial records remain outside the engagement scope. 1
Client files withheld
Your audit and tax share answers with sources.
Audit
How did we treat R&D credits for Aster Collective last year?
On request
Which research supports the prior-year treatment, and who reviewed it?
Before deciding
Source answer: The prior-year working paper records the treatment and supporting research. The review note identifies the responsible partner.
Sources: Past positions (Google Drive); Aster Collective · Supporting notes (Notion).
Tax
What's our year-end stock count procedure?
Weekly
Who owns stock-count planning and review under the firm’s procedure?
Before deciding
Source answer: The firm procedure lists stock-count planning and review responsibilities. The checklist links the current instructions.
Sources: Procedures (Notion); Aster Collective · Supporting notes (Google Drive).
Advisory
Which engagement letter covers advisory work?
On request
When was the advisory engagement-letter template reviewed?
Before deciding
Source answer: The template library identifies the advisory engagement letter and review date. The practice guide explains when the firm uses it.
Sources: Templates (Google Drive); Aster Collective · Supporting notes (Notion).
Practice managers
Can our team use firm methods without seeing another client’s records?
Weekly
Which firm methods can this team use without another client’s financial records?
Before deciding
Source answer: Firm methods are available to the team. Another client's financial records remain outside the engagement scope.
Sources: Client files withheld (Notion); Aster Collective · Supporting notes (Google Drive).
Audit
Which returns are due this month?
On request
Who owns each return due this month?
Before deciding
Source answer: The deadline register lists the returns and owners for the month. Client notes provide the supporting context.
Sources: Deadlines from notes (Google Drive); Aster Collective · Supporting notes (Notion).
Tax
Which review points are still open, and who owns each one?
Weekly
Which working papers support the open review points and responses?
Before deciding
Source answer: The review file records open points, assigned owners and their responses. Each answer links to the relevant working paper.
Sources: Review notes (Notion); Aster Collective · Supporting notes (Google Drive).
Read the prior-year working paper and review note separately to reconstruct the recorded R&D-credit treatment.
Find the recorded treatment and supporting research, with the review note identifying the responsible partner.
Search the firm procedure and checklist for stock-count planning, review responsibilities and current instructions.
Find stock-count planning and review responsibilities in the firm procedure, with the checklist linking current instructions.
Compare template-library entries and practice guidance to identify the advisory engagement letter.
Find the advisory engagement letter and review date, with the practice guide explaining when the firm uses it.
Check access to shared firm methods separately from another client’s financial records.
Use the firm methods available to the team while the other client’s financial records remain outside the engagement scope.
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FAQ
The prior-year working paper records the treatment and supporting research. The review note identifies the responsible partner. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.
The firm procedure lists stock-count planning and review responsibilities. The checklist links the current instructions. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.
Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.
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