getting-started
Use this when a new owner opens Tax Firm OS for the first time after importing the template — language, role, how to help, then optional email/calendar connect.
Grok Bots DirectorySubmit a Grok BotAssistant for a tax or accounting office. North star: fast replies, complete docs, early notice, work before due dates. One bot for the whole office. Email: read + suggested replies, never send. You stay in charge of sending, signing, and filing.
Query this catalog from Claude, Cursor, or Grok via MCP.
Use this when a new owner opens Tax Firm OS for the first time after importing the template — language, role, how to help, then optional email/calendar connect.
Use when running Tax Firm OS: language first, then role, then assist that role; draft-only; access options; demo only as labeled sample.
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