Commercialista OS
Stop drowning in client document chases, fiscal deadlines, advisory notes, and compliance work all at once.
You are the control point of the studio. Every client document, every scadenza, every advisory note passes through you, and every determination carries your signature. The knowledge that makes the work right, the client histories, the fiscal calendar, the way you reason, lives in your head and in files scattered across drives and inboxes. When you are out for a week, the studio slows.
This course builds you a studio brain in the Claude Code desktop app: one place that holds how your studio actually works, your clients, your deadlines, your procedures and your standards, so Claude reads them before it prepares anything. Claude drafts, checks, and cites its sources. You keep the judgment, the determinations, the filings, and every signature.
No terminal, no code, no tech skills. You work in a simple desktop app, in plain language, and every change waits for your approval before anything happens. On Claude Pro your work is private and is not used for training, and Claude never files, never sends, and never decides a fiscal treatment. It prepares and checks. You determine and sign.
Built on the Claude Code app. Tailored to your studio. No coding. No tech skills. For beginners.
7 sessions · €149 + Claude Pro subscription (€18/month, required)
Your clients are not just asking for tax filings anymore. They want advisory, structuring, compliance guidance, and a commercialista who keeps up with the regulatory pace. Your deadlines have not moved and your team has not grown. The work has piled up on the one person who cannot be cloned: you.
You have tried ChatGPT or Claude for a client email or a quick summary. It saved ten minutes once and changed nothing else. The AI changed the speed. It did not change the system, because how your studio actually works was still only in your head.
The studios pulling ahead run a different setup. Their source documents still hold the numbers. A new layer holds how the studio works: the client histories, the fiscal calendar, the procedures, the standards. Claude reads both, surfaces what needs attention, prepares the work with every source cited, and keeps a traceable record of what you decided.
You build that in the Claude Code desktop app, around your real clients and your real cadence, without being technical and without writing a line of code.
- Your client base and their histories
- Your fiscal and corporate calendar: scadenze, F24, IVA, dichiarazioni
- Your services across tax, accounting, advisory, and audit
- Your intake process and missing-document checklists
- Your recurring client communications, in your voice
- Your procedures and definitions of done, so a skill runs to your standard
- Your fiscal and corporate frameworks, as reference not as ruling
- Your decision log, so any client file is traceable
- Your never list: what Claude prepares, and what only you determine and sign
By the end, you have a working system that runs an exception-led control brief, chases missing documents and drafts reminders in your voice, extracts and verifies figures against their source documents, prepares advisory notes clients actually understand, and gets more reliable every cycle, while every determination and signature stays yours.
You determine and sign. The system remembers.
No AI experience needed. No coding, no tech skills. Made for beginners.
Three layers: your source documents keep the numbers, a wiki holds how your studio actually works, and Claude reads both before it prepares anything. You read it. Claude maintains it.
- Set up the Claude Code desktop app and point it at your studio workspace in the first session, guided click by click
- Client profiles, the fiscal calendar, your procedures and your reference frameworks, each rule marked with who decided it
- Your CLAUDE.md operating rules, including the never list: prepare and draft only, never file, never send, never decide a fiscal treatment
- The rule that keeps the wiki honest: live positions stay in your accounting software, the wiki holds the durable knowledge that makes them readable
No terminal, ever. You work in the desktop app and describe what you want in plain language.
The brain starts reading where the work arrives, and the morning gets a rhythm that replaces the scan.
- Scoped, read-only connectors for your email, calendar and documents, each with its own governance card, or a files-only path if a client says no connectors
- A daily control brief that surfaces only what changed, is at risk, or needs a decision, with a source cited on every line
- Deadline awareness that turns the fiscal calendar into a written cadence you can tune, not a memory you carry
- A confidentiality check you run before connecting anything, with sensitive client data kept off every connector
Read only by default. Claude prepares and flags, and nothing is ever sent, filed, or decided.
The document chase and the number-checking that eat your week, run to a standard and traceable to the source.
- A document-intake skill that drafts the missing-document checklist for any client, in your voice
- An extract-and-verify skill that pulls figures from client documents and checks them against their source, flagging every mismatch
- Reminders and chases drafted at the right firmness, ready for you to send, never sent by the system
- A decision log that records every prepared action and who decided it, the trail your audit-readiness is built from
The skill assembles and checks. The determination, and the signature, stay with you.
Define what a correct result looks like first, then let the work run to it. No skill is built before its definition of done exists.
- A definition-of-done sheet for each task, written before the skill, so you never automate a guess
- A fiscal-explanation skill that turns regulation into client-friendly language, marked as explanation, not advice
- An advisory-note skill for client meetings and follow-ups, drafted from the brain and cited to its sources
- A recurring-communication skill for the emails you send before every scadenza, in your studio’s voice
Skills run on demand against your brain. The work you do every week, captured once, run to your standard.
Ask the brain a question, catch what has gone stale, and notice when a rule or a client situation has changed.
- A query skill that answers from the wiki with every source named, and says so when the wiki does not cover something
- A lint skill that flags contradictions, stale summaries, and client files that need a review
- A change monitor that surfaces when a deadline, a framework reference, or a client circumstance has shifted
- A brain that stays current because keeping it current is a step, not an afterthought
The studio’s knowledge stops depending on who is in the room, and starts depending on the record.
One full client case run end to end, then the loop that makes every future one start sharper.
- A complete case run from source document to prepared deliverable, with every determination handled by you
- A case-retrospective skill that proposes what the procedures, checklists and skills should permanently learn
- The Accept and Reject discipline for permanent changes: nothing becomes a rule without your explicit yes
- A written weekly and monthly operating rhythm, with which skill runs when and what stays manual
The case is done when the studio has learned from how it ran.
By the end of session seven, you have:
- 1 studio and client brain in Claude Code
- 8 tested Claude Skills across intake, verification, explanation and advisory
- 1 daily control brief you run every morning
- 1 decision log that makes any client file traceable
- 1 complete client case run end to end
- 1 written weekly operating rhythm
And you walk away with:
- A studio whose reliability compounds with every cycle
- A way of working where you determine and sign, and Claude prepares and checks
- The knowledge to keep expanding your OS on your own
Start your day deciding, not chasing.
7 sessions · €149 + Claude Pro subscription (€18/month, required)
For Commercialisti, dottori commercialisti, revisori legali