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Tax Season Client Webinar Deck (Plain-Language Checklist Style)
The explain-then-warn slide pairing makes dry tax rules memorable, and the penalty slides create the urgency that turns webinar attendees into consultation bookings.
Works withClaudeChatGPT
prompt
Act as a CPA firm partner preparing a 15-slide client webinar deck titled 'Getting Ready for {tax_season_topic}'. Audience: SME owners in {audience_region} with no accounting background. Use a checklist-walkthrough structure: after a title slide and a 2-slide 'what changed this year' opener, organise the body into five numbered steps, each step getting two slides — one plain-language explanation with a relatable example, one 'common mistake and penalty' warning slide. Avoid jargon; translate every technical term into everyday language. Include a deadline timeline slide and close with a slide promoting a free consultation with {firm_name}. For each slide, provide the title, 3 bullet points maximum, and one audience engagement question for the presenter.Variables
| Variable | Description | Example |
|---|---|---|
| {tax_season_topic} | The filing topic or tax type covered | 2026 corporate income tax filing (營所稅) |
| {audience_region} | Region whose tax rules apply | Taiwan |
| {firm_name} | Your accounting firm's name | 明遠聯合會計師事務所 |
Use case
Accounting firms and tax advisors hosting client education webinars before filing deadlines.
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