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Money, Bills & BenefitsAny

Do bookkeeping and tax prep from a folder of documents

Cowork sorted tax documents, built a bookkeeping spreadsheet, estimated refunds, flagged missed deductions and wrote a briefing for the tax preparer.

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Time saved
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Setup time
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Running cost
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Cost range
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Use case overview

Cowork sorted tax documents, built a bookkeeping spreadsheet, estimated refunds, flagged missed deductions and wrote a briefing for the tax preparer.

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Reported experience

  1. What they did

    Cowork was pointed at a Taxes folder holding W-2s, 1099s, bank CSVs, mortgage docs and prior-year returns. It sorted files into year/category subfolders, built Context.md, created a master spreadsheet with income/expense/write-off tabs, produced tax summaries with refund estimates and flagged deductions, generated an accountant briefing, and listed discrepancies plus a checklist. User supplied the folder contents and one setup prompt.

  2. How it went

    Delivered a complete organized workspace and briefing that replaced manual sorting, saving 6-8 hours with cleaner output than previous accountant handoffs.

  3. Worth knowing

    Source includes the exact starter prompt used to launch the workspace.

Example prompts

Try with Claude Cowork
Go through the folder [folder path] of my tax documents for [tax year]. Sort the files by type, build a bookkeeping spreadsheet of income and expenses, estimate my likely refund or amount owed, and flag any deductions I may have missed. Finish with a one-page briefing for my tax preparer listing open questions. Don't delete or rename my original files.

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