Reference
First-Week Claude Checklist
A printable checklist for starting Claude safely in an accounting job.
Before using real work data
- Ask which Claude tools are approved: Chat, Projects, Cowork, Code, connectors.
- Ask what data is allowed: client, payroll, bank, tax, invoices, financial statements.
- Ask what actions are allowed: summarize, draft, edit files, send messages, use websites.
- Ask who reviews AI-assisted work before it is used.
Safe first tasks
- Draft a polite email using placeholders.
- Create a checklist using fake data.
- Turn notes into a table.
- Explain an unfamiliar accounting term.
- Ask what assumptions need human review.
Always review
- Facts match the source.
- Numbers and formulas are checked.
- Assumptions are named.
- Permission is clear.