Build a local CAS Repricing & Review-Layer Board: put every client accounting engagement next to the work QuickBooks' AI agents now do on the first pass, see which hours you are still billing for software output, and get a reprice / re-scope / add-review-layer / hold verdict per client with the staffing shift it implies (Section 7216, browser tool)
An offline board that shows, engagement by engagement, what your CAS book is worth once the software takes the first pass - and hands you a defensible new number and a review checklist for each client before the renewal conversation finds you.
A Claude account (the free tier is enough). No connectors needed. Save the answer as cas-repricing-board.html and open it in any browser - it runs offline, nothing leaves your computer. Use client codes and volume bands only - no client names, account numbers or identifying detail. Section 7216: confirm the exact consent language at IRS.gov and have counsel review it before relying on it. Decision aid, not tax, legal or financial advice. Note: your result can look different from any screenshot shown - model, version, inputs and context change the output. If you want it closer to a particular look, attach a screenshot as a reference.
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