YZ CPA My Case

For clients of YZ CPA LLC, a U.S. tax firm in Austin, Texas: ask Claude about your own tax case with the firm instead of digging through emails.

• Where each case is: tax year and step (engagement, documents and preparation, CPA review, your signature, filed).
• Which documents the firm still needs from you.
• Questions the firm asked you, notes on checklist items, and recent messages from the firm.
• Which files the firm has received (names and dates only).
• Your invoices: amount, amount received, due date and whether each is paid.

You sign in with the email address the firm has on file (primary taxpayer or spouse) and a 6-digit code sent to that address; if the address belongs to more than one household, you choose one. Access is read-only: Claude cannot upload, sign, pay or send anything, and it never sees Social Security numbers, addresses or phone numbers, file contents, return figures or links. Each lookup is recorded in your file, the firm can end the connection at any time, and it ends on its own after 30 days.

Not for the general public: you need an open case with YZ CPA. For a free federal tax estimate without an account, use the US Tax Estimator connector.