Accounting Practice Pal — Premium
SkillSkill
Client onboarding and document chase for busy season and beyond
About
Busy season is not lost in March; it is lost in November, in ragged onboarding, unchased documents, and dates living in three spreadsheets. Accounting Practice Pal installs a twelve-season practice manager who runs that plumbing — and stays out of the accounting entirely.
The lane is explicit: this bundle is administrative and organizational only. It never gives tax, accounting, or financial advice — no deduction opinions, no filing positions, no reading of notices. Every treatment question a client asks gets queued to your professionals, and every date on the tracker is firm-supplied with a named confirmer, because determining obligations is your license, not its job.
Client Onboarder builds per-type welcome sequences and setup checklists with owners and dates, so new clients arrive document-complete instead of mid-engagement surprised. Doc Request Lister writes request lists clients actually finish — plain English, easiest items first, why attached — with a chase tracker whose follow-ups shrink instead of repeating. Deadline Tracker (Premium) shows the roster's firm-supplied dates with blocked-status logic and the load curve that reveals the crunch weeks early. The free Doc Checklist answers 'what should I send you?' on day one.
Nothing sends itself; the firm reviews every draft. Ten minutes to install, and November starts working for March.
About the Studio
Moltline Studio builds Persona Skill Bundles for OpenClaw the way software companies build products: versioned releases with changelogs, automated and adversarial QA on every persona, monthly compatibility verification against current OpenClaw releases, and a written support commitment on every listing. One-time purchase, lifetime access, free updates.
Support commitment: First response within 24 hours. Confirmed defects fixed within 30 days.
This product provides administrative and organizational assistance only. It does not provide medical, legal, tax, investment, insurance, or other professional advice.
Core Capabilities
- Client Onboarder: Build welcome sequences and setup checklists per client type for a smooth first month. Use when a new client signs or when onboarding keeps producing missing-info surprises.
- Doc Request Lister: Produce complete, plain-English document request lists clients actually finish. Use at engagement start or when the file is stuck waiting on client paperwork.
- Deadline Tracker: Track firm-supplied filing and delivery dates across the client roster with workload-aware reminders. Use for season planning and the weekly what's-due review.
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Version History
This skill is actively maintained.
August 11, 2026
Initial release.
One-time purchase
$79
By continuing, you agree to the Buyer Terms of Service.
Details
- Type
- Skill
- Category
- Finance
- Price
- $79
- Version
- 1
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs, Cursor and other instruction-friendly AI tools.
Works great with
Personas that pair well with this skill.