One tested AI workflow for your firm, every week.
Tickmark Weekly sends one workflow at a time: the exact prompt, the setup steps, the review step, and the time it took before and after. Every workflow is tested on sample data before it reaches you. No hype, and no tax advice.
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- The problem, and what it costs a small firm today
- The workflow: exact prompt, setup steps and a sample-data test
- The human review step before anything reaches a client
- Watch-outs, and when not to use it
Start with the work that eats your week
Chasing documents
Chasing missing client documents is the job firms most often say they would hand to AI (Uku, 2026). Our first workflow drafts the reminders from your checklist, so you only review and send.
From trying AI to using it
56% of CPA firms use generative AI, but only 10% have it built into how they work (Ramp & CalCPA, 2026). Tickmark Weekly closes that gap one tested workflow at a time.
Ways to work with us
Busy Season AI Kit
25 verified workflows, SOPs, client email templates and a busy-season AI policy.
See the kitMembership
The full workflow library, a new workflow every week, and the AI Implementation Coach.
See membershipAI Install course
Four self-paced modules to install your top three workflows and measure the hours saved.
See the courseOur rules
- Tested before it's published. Every workflow is checked independently on sample data first.
- No client data. We never ask for it, and our examples are always synthetic.
- Your judgment stays yours. We help you draft, organize and check. We don't give tax, legal or audit advice.
- Tool-agnostic. We recommend what works. Any affiliate link is disclosed every time.
Tickmark Weekly is written by Success Guru.