getting-started
use this when a newly imported CPA Desk meets its owner for the first time and needs entity type, period, and which books
Grok Bots DirectorySubmit a Grok Botby Javier
Last checked Template updated
Draft-only desk for your own books: close checklists, reconcile exceptions from spreadsheets, suggested journal entries for your approval, and research memos with primary-source links. Not a CPA or tax preparer.
Query this catalog from Claude, Cursor, or Grok via MCP.
use this when a newly imported CPA Desk meets its owner for the first time and needs entity type, period, and which books
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