Document pack

AI Prompt Pack for Bookkeepers and Notaries: 40 Ready-to-Use Prompts

Forty prompts you paste into an AI chat assistant and fill in, written for the chores a small bookkeeping or notary business repeats, with a page on what not to paste in.

$19 one time · 14-day full refund · Word and PDF · download link by email

Buy now, $19 Free sample

Who it is for

Solo bookkeepers, notaries and small-business owners who use an AI chat assistant and want better first drafts.

Not the right fit if

You don't use an AI chat assistant, or you want finished text you can send without reviewing it first.

Why it is different

Each prompt has blanks to fill in, so the output starts specific.
Includes rules for keeping client data out of the chat.
Works with any chat assistant; no account or tool is required.

What is inside

Client emails (10). Requests, reminders, price quotes, polite declines and follow-ups.
Bookkeeping work (10). Month-end summaries, questions about odd transactions, checklists and explanations in plain language.
Notary business (10). Booking replies, fee explanations, intake wording and review requests.
Marketing and policies (10). Posts, profile text, service descriptions and short policies.
Privacy and checking. What never to paste in, and how to check a draft before it goes out.

A look inside

The first pages, as you will get them

Get it

AI Prompt Pack for Bookkeepers and Notaries

Email for your download link

Choose what to getGood: This kit · $19Better: This kit + Client Email Template Library · $33.25 regular ~~$38~~, you save $4.75Client Email Template Library is 25% off when bought with this kit (regular $19).Best: Better + the Yearly Updates Pass · $62.25 regular ~~$67~~, you save $4.75The pass ($29) gives you every refreshed edition of the kits you own for one year. One payment, no automatic renewal.

One-time prices. You pay only for the option you choose.

LicensePersonal, $19: one business, your own useTeam, $76: up to 10 users in your organizationOrganization, $190: up to 50 users in your organization

Team and organization licenses let you share the files within your organization. No resale or public posting. The multiple applies to the main product; an add-on or Updates Pass chosen with it keeps its own price. How licenses work.

Gift This is a gift. We email the recipient a download link on the date you pick. You pay now and get the receipt.

I have read the terms and privacy policy. I understand this is a set of templates and general information, not accounting, tax or legal advice.

14-day full refund. If it is not right for you, email us within 14 days and we refund you in full. Terms

Secure checkout by Stripe · instant download right after payment, link also by email · files: Word and PDF · one-time price, no subscription · plus sales tax where applicable · made by MCC Solutions in Cranford, NJ

Or pay with PayPal

Uses the email and terms box above. You get the same download link by email.

ZIP code (for sales tax)

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.

Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. AI drafts can be wrong. Review everything before it goes to a client. Not legal, tax or accounting advice. Not affiliated with any AI provider. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.

Ways to get it

Just this kit, or more

This kit

$19 one time

AI Prompt Pack for Bookkeepers and Notaries.

Buy this kit

The set

$59 one time

3 kits including this one, $18 less than buying them separately.

See the set

Membership

$29 a month

Every kit and document pack in the store, including new ones. Cancel any time.

See the membership

Questions

Common questions

What do I get and how is it delivered?

The AI Prompt Pack for Bookkeepers and Notaries comes as a zip with one document, AI Prompt Pack, as an editable Word file and a printable PDF. The download link arrives by email after payment.

Will it open on a Mac, Google Sheets or my phone?

The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.

Is this legal or tax advice?

No, it is not legal, tax or accounting advice. Review everything before it goes to a client.

Is it the right fit for me?

It is made for solo bookkeepers, notaries and small-business owners who use an AI chat assistant and want better first drafts. Skip it if you don't use an AI chat assistant, or you want finished text you can send without reviewing it first.

Free sample

Try one page first

Get a real page or file from this product by email. We send one confirmation email, and no series follows.

Buy it with the others

Bundle

Bookkeeper Practice Bundle

This product plus 2 more, in one download.

$59 instead of $77 separately

Month-End Close Workbook

A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock.

$19

More bookkeeping and business toolkits

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Rather have someone do the books?

Get a Bookkeeping Quote Call (908) 444-6373