The CA Thingy

AI Prompts Every CA Should Bookmark for Faster Work

AI Prompts Every CA Should Bookmark for Faster Work

May 5, 2025

Tired of typing the same client emails, explanations, or reports from scratch? With AI tools like ChatGPT and DALL·E, Chartered Accountants can save hours every week. This blog gives you a ready-to-use prompt library to simplify communication, content creation, and more.

1. For Client Emails

  • Prompt: “Write a professional email reminding a client to submit their documents for quarterly GST filing. Keep the tone polite but firm.”
  • Prompt: “Draft a follow-up email after sending an invoice, requesting payment politely and including payment link.”

2. For Explaining Complex Tax Rules

  • Prompt: “Explain TDS provisions under Section 194J in simple language for a freelancer client with no finance background.”
  • Prompt: “Summarize the recent 2025 budget changes related to MSME taxation in bullet points for a client email.”

3. For Internal Team Communication

  • Prompt: “Create a short Slack/WhatsApp message template to notify the team about a filing deadline tomorrow.”
  • Prompt: “Summarize today’s team meeting discussion into 5 action points with deadlines.”

4. For Visual Guides (with DALL·E)

  • Prompt: “Create an illustration showing the step-by-step process of ITR filing for salaried employees.”
  • Prompt: “Design a visual infographic for ‘5 Mistakes to Avoid in GST Compliance’.”

5. For Blogs & Client Education

  • Prompt: “Write a LinkedIn post for a CA firm educating business owners about the importance of advance tax payments.”
  • Prompt: “Generate a blog outline on ‘Common Startup Tax Mistakes’ with bullet points under each section.”

Final Thoughts

  • You don’t need to “figure out” AI—just ask the right questions.
  • Bookmark these prompts or customize them for your firm’s workflow.
  • With a few clicks, you can reduce repetition and focus on strategic tasks.