cpa-doc-chase

cpa-doc-chase is a skill for Claude Code, Codex from deciqAI/knowledge-skills. It costs 121 tokens per session (2,380 once invoked), scanned A, original, MIT.

A structured guide for requesting missing documents from a tax or bookkeeping client and recording what is blocking the work.

In plain words
What is it for?
It helps prepare initial document requests, prioritize missing items, follow up with quiet clients, and decide whether to extend, deliver incomplete work, or end an engagement.
Why use it?
It turns an ignored or disorganized paperwork chase into a clear follow-up process and helps decide what to do when materials do not arrive.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps prepare initial document requests, prioritize missing items, follow up with quiet clients, and decide whether to extend, deliver incomplete work, or end an engagement.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/deciqai/knowledge-skills/cpa-doc-chase
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add deciqAI/knowledge-skills --skill cpa-doc-chase
Clone the repo
git clone --depth 1 https://github.com/deciqAI/knowledge-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for cpa-doc-chase

README.md
[![agentmods](https://agentmods.dev/badge/skills/deciqai/knowledge-skills/cpa-doc-chase/github.svg)](https://agentmods.dev/skills/deciqai/knowledge-skills/cpa-doc-chase)
Your own site
<a href="https://agentmods.dev/skills/deciqai/knowledge-skills/cpa-doc-chase"><img src="https://agentmods.dev/badge/skills/deciqai/knowledge-skills/cpa-doc-chase/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

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Your own site · 80×15
<a href="https://agentmods.dev/skills/deciqai/knowledge-skills/cpa-doc-chase"><img src="https://agentmods.dev/badge/skills/deciqai/knowledge-skills/cpa-doc-chase.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 121 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,380 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00121 $0.02380
Opus 5 $0.00060 $0.01190
Sonnet 5 $0.00024 $0.00476
Haiku 4.5 $0.00012 $0.00238

Measured 10d ago against content hash 281119ab2a79, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

cpa-doc-chase scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

cpa-doc-chase/SKILL.md · 129 lines

How it starts

The opening of the file, as written. The whole thing — 129 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CPA — Client Document Chase

Not legal or tax advice. Verify required documentation against your engagement letter, firm standards, and current IRS/state guidance. No penalty rates, retention periods, extension effects or plan-funding deadlines appear here — all of them expire. Route every such question to current authority rather than supplying a remembered figure, including inside a message drafted for a client. The practitioner who signs owns the file.

Activate when: an engagement cannot progress without client materials; a client has gone silent; you are drafting a document request or a follow-up; a deadline is approaching and the chase has not converged; you are handing an engagement to a colleague and need the blocking state written down. Do NOT activate when: the materials are complete; the question is how to treat an item you already have.

Why this skill

Engagements rarely stall on technical difficulty. They stall on paperwork that never arrives, and then on follow-up that is polite, unstructured, and ignored.

The specific failure: a flat alphabetical list of twenty missing items produces either paralysis or delivery of the five easiest. Neither unblocks you. The fix is to sort by what an item blocks, not by what it is, and to escalate on a fixed clock rather than on how the preparer feels that week.

Process

1. Frame the engagement. Engagement type and year · entity types and jurisdictions · prior-year working papers available · hard deadline and whether extension exists · who actually holds the documents (often a bookkeeper or spouse, not the signer) · preferred channel and past response pattern · fee status. Mark anything unknown as UNKNOWN — an unknown here is itself a finding.

Gate: no prior-year file and no engagement letter → you are scoping, not chasing. Scope first.

2. Mine the prior year. Walk last year's return or working papers line by line: what document supported this, and do I have it yet? This finds what a generic checklist never will — the K-1 from a partnership the client forgot they hold, the state they moved out of mid-year.

Read the full file on GitHub · 129 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 129 lines · 121 tokens per session scan A 281119ab2a79

Subscribe to this mod's changes

cpa-doc-chase is a skill published in the GitHub repository deciqAI/knowledge-skills (10 stars, last pushed 8d ago), licensed MIT. It adds 121 tokens to every session and 2,380 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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