Free resources

Tools for FirmsAdopting AI Carefully.

Checklists, templates and a calculator you can use today, whether or not you ever use MetaWurks.

See how many billable hours your firm loses to admin each month, and what handing it off is worth.

The 25 questions to ask any AI tool before client data goes near it: training, retention, access, PHI, IRC 7216 and ABA Opinion 512.

A plain-English AI-use policy you can adapt in an afternoon, with versions for CPA firms, law firms and medical practices.

Every step of the month-end close and tax-season prep, with the steps an AI agent can take off your plate marked.

Your firm, your setup

Book a 1:1 Call for Your Firm's Exact Setup.

Bring your tool list and your worst admin chore. We'll show you what connects and what runs, live, on your own workflow.

Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold