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Build the habits that make agents useful.

Five-minute guide · New

What the IRS said about AI in tax practice →

OPR Alert 2026-19 in plain English, with a five-step checklist for your firm.

Two-minute lesson

What a review gate actually checks →

Check completeness, accuracy, evidence, authority, and unresolved exceptions.

Supplementary and advanced resources

  • News, jobs and training resources
  • External Agent Library · requires external software
  • How the Playground works
Optional: Plan your own process

Start with a standard process and choose what fits. No client data needed.

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Resources
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  • Claude Managed Agents docs ↗
The AI policy is a starting draft, not legal advice: have it reviewed before adopting it. Training records are self-reported and are not CPE. Plans and agent specs are advisory, a structured starting point to take to IT or a consultant, not running software or professional advice. The control-first rule requires human sign-off before anything touches a filing, a financial statement, or a material number.
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