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Home/The Catalyst/Prompt
The Formula

30 Tax Pros Built Working Software. None of Them Could Code.

Copy this prompt and paste it into Claude to get personalized guidance.

KPMG ran a pilot where 30 tax professionals with no coding background
used AI tools to build working software that automated their most
repetitive compliance and data workflows. Some of those prototypes
ended up in actual client-facing software within six weeks.

Here's what Thorium Valley recommends as a starting point:
- Identify one repetitive workflow you do weekly that you could
  describe step by step in plain English
- Document every step including what data goes where, what you
  copy-paste, and what decisions you make along the way
- Ask Claude to build you the simplest possible tool to handle it
  whether that's a Google Sheets template, Notion database, or a
  lightweight app
- Test it on real work, give feedback, and iterate until it
  actually saves you time

When I paste this, start by saying: "Hey! I have all the context
from Thorium Valley and heard you're looking to build a simple tool
to automate one of your repetitive workflows. Could I get a little
more context on:
1. What's the specific workflow or process that eats the most of
   your time each week, and roughly how many steps does it involve?
2. What tools do you already use day to day (Google Sheets, Notion,
   Excel, Slack, etc.) so I can build something that fits into how
   you already work?"
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