For Tax preparer · 8 Grok Bots

A filing-season desk that checks documents, runs due-diligence, and tracks every e-file

8 Grok Bots for a tax-prep desk: log each client's documents, match them against the IRS record, draft the Form 8867 due-diligence, summarize the return, book appointments, and track e-file status — all as drafts you approve.

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: Document-complete and same-day-filed rate·Category: Professional services
The problem it targets

Working the desk through filing season — chasing each client for the W-2, 1099s and ID they still owe, checking what they brought against last year and the IRS record, running the Form 8867 due-diligence on every credit return, booking and rebooking appointments, and tracking which returns e-filed, which the IRS rejected, and which refunds are still pending — so documents go missing, a mismatch slips through, and the preparer loses the evening reconstructing where each return stands.

What you get

From day one

1

Every client's documents logged the moment they land — W-2, 1099s, ID, prior-year return — with a per-client checklist of what is still owed, so no return is started before its documents are complete.

2

Each client's income documents matched against last year and the IRS record to flag a missing 1099 or a mismatch, and the paid-preparer Form 8867 due-diligence drafted for every credit return, gaps flagged for you to resolve.

3

A plain-language return summary drafted for each client, appointment confirmations with a document checklist ready for you to send, and a season digest of returns filed, IRS rejects, and refunds pending, every number linked to its source.

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

Client Organizer

intake
read-only
Watches & prepares — never sends
Logging each client's documents in vs. owed; per-client checklist
Approves: duplicate flag; missing-document escalation
3

Document Matcher

specialist
specialist
Drafts for your review — you approve before anything leaves
Matching income documents to last year and the IRS record; missing-1099 flags
Approves: every outstanding-document checklist
4

Due-Diligence Reviewer

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafting the Form 8867 due-diligence; gap questions flagged
Approves: every checklist; the preparer signs
5

Return Summary Drafter

drafter
Drafts for your review — you approve before anything leaves
Plain-language client return summary tied to the documents
Approves: every summary before the client sees it
6

Appointment Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed schedule; drafted document-checklist, confirmation, reschedule messages
Approves: every message; every booking
7

Season Reporter

reporter
read-only
Watches & prepares — never sends
Season digest: in progress, accepted, rejected, refunds pending
Approves: none (nothing leaves the desk)
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→Matcher→Reviewer→Drafter→Coordinator→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 send. Every client message, checklist, and summary waits for your approval.
  • ×It never e-files, signs, or transmits a return, and never routes, advances, or touches a refund — those stay with you and your software.
  • ×It uses only your own client documents and opted-in past clients. It does not buy an audience or message anyone you have not chosen.
  • ×It never enters a figure that is not on a client document, and never takes a filing position you have not approved.
Document-complete
and same-day-filed rate
How you'll know it's working

One number, measured over time

Share of clients whose documents are complete and checked before the return is started, and share of document-complete returns e-filed the day the client signs off

Before day one

What you fill in — the bots never guess these

return-log
the header contract for the season log every bot reads and writes.
document-checklist
your wording for the outstanding-document checklist clients receive.
form-8867-checklist
your Form 8867 due-diligence checklist layout; the preparer answers and signs it.
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.

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