By the end of this guide, you'll have Claude Pro set up as your dedicated client letter drafting assistant — turning your tax return notes into professional, personalized client letters in under 5 minutes. Tax explanation letters, planning summaries, engagement communications, and IRS response drafts all become quick review-and-send tasks instead of long writing sessions.

• A Claude Pro account at claude.ai ($20/month — check if your firm has a team subscription)
• Your firm's standard client letter format (or a general professional letter style)
• Client tax notes for your first letter (even rough bullet points work)
• Time needed: 20 minutes to set up; 5 minutes per letter thereafter
• Cost: $20/month