For Accountant / CPA · 8 Grok Bots

A tax back office that organizes documents, drafts returns, and never misses a deadline

8 Grok Bots for a CPA practice: log every source document, draft returns and estimates from them, answer notices, track filing deadlines, and report the practice — all as drafts you review.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·2 domain specialists·Success metric: Documents-complete and deadline-met rate·Category: Professional services
The problem it targets

Running the practice around the returns — chasing missing W-2s, 1099s and K-1s, keying the same numbers from source documents into workpapers, recomputing quarterly estimates, drafting responses to IRS and state notices under a clock, and tracking a dozen filing and extension deadlines at once — so documents sit incomplete, review queues back up in busy season, and a notice deadline can slip because there was no time to sit down and answer it.

What you get

From day one

1

Every W-2, 1099, and K-1 a client sends logged against a per-client tax organizer, with exactly what is still missing shown at a glance — so no return stalls waiting on a document you forgot to chase.

2

Return workpapers drafted from those source documents and the prior-year return with every figure tied to its document, plus quarterly estimate vouchers and year-end planning scenarios ready to review.

3

Drafted responses to IRS and state notices with the response deadline flagged, one live calendar of every filing and payment deadline, and a one-page weekly practice digest tied to the engagement log.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Engagement Organizer

intake
read-only
Watches & prepares — never sends
Logging every source document against a per-client organizer; missing-document list
Approves: duplicate flag; document escalation
3

Return Workpaper Drafter

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafts return workpapers tied to source documents and the prior-year return for your review
Approves: you review every workpaper draft; you take any tax position
4

Tax Planning Drafter

specialist
specialist
Drafts for your review — you approve before anything leaves
Quarterly estimate vouchers and year-end planning scenarios
Approves: every voucher and scenario; any payment
5

Notice Response Drafter

drafter
Drafts for your review — you approve before anything leaves
Drafted responses to IRS/state notices and abatement letters
Approves: every response before it is signed or filed
6

Filing & Deadline Tracker

tracker
read-only
Watches & prepares — never sends
Live calendar of filing, extension, payment and notice deadlines
Approves: none (nothing is filed or paid)
7

Practice Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: returns in progress, review queue, deadlines, realization
Approves: none (nothing leaves the firm)
8

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Organizer→Drafter→Drafter→Drafter→Tracker→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not file or sign. Every return, voucher, notice response, and message waits for your approval.
  • ×It never e-files, signs, moves money, or submits a payment, and never takes a tax position you have not approved.
  • ×It uses only your own clients and their documents. It does not buy a list or contact anyone who has not opted in.
  • ×It never invents or rounds a figure; every number traces to a source document or the prior-year return.
Documents-complete
and deadline-met rate
How you'll know it's working

One number, measured over time

Share of active returns whose source documents are complete and drafted for review, and share of filing, extension and estimated-payment deadlines met within the response window

Before day one

What you fill in — the bots never guess these

engagement-log
the header contract for the engagement log every bot reads and writes.
workpaper
the layout of a return workpaper; every figure traces to a source document.
notice-response
your own notice-response and abatement-letter wording.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training