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Owned by Mark

AI Community

3.2k members • Free

Helping accountants & bookkeepers confidently leverage AI, ChatGPT & Claude to streamline workflows, boost profitability, and future-proof themselves.

AI Academy

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Save 10+ hours a week in your accounting firm with AI — even if you have never written prompts. The AI playbook for CPAs, accountants and bookkeepers.

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ChatGPT Mastery

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218 contributions to AI Community
📂 ChatGPT Now Has a Proper File Library
Ever uploaded a document to ChatGPT and then spent 10 minutes trying to find it again three days later? OpenAI quietly introduced a Library feature back in March 2026 ... and it's now available to all users, including free accounts. It solves one of the most annoying things about ChatGPT. Here's how it works. Every file you upload to ChatGPT ... PDFs, Word documents, spreadsheets, presentations, images ... gets saved automatically to your Library. Same goes for any files ChatGPT creates for you, including generated images. The useful bit is you can pull any saved file back into a new chat. Just use the attachment menu and choose "Add from library." No more scrolling through months of old conversations. A few things worth knowing: - Your chats are NOT stored in Library ... it's purely for files - Memories are separate too ... Library doesn't touch those - Project files live in their own space inside Projects - Deleting a chat doesn't delete the files you uploaded ... they stay in Library until you remove them Storage depends on your plan. Free gets 500MB. Plus and Business get 20GB. Pro gets 100GB. My honest take? It sounds small but it changes how you work. If you're regularly uploading client templates, engagement letters, or reference documents ... you only need to upload them once. Then reuse them across any conversation. Having said that, I prefer to keep important files that I want to be referenced often as 'project files'. And I find myself now working mainly inside Codex (ChatGPT) and Cowork. Have you spotted the Library in your ChatGPT yet? Are you using it? 👇
1 like • 4d
@Teresa Slack Coincidentally, last week I went through all my photos of me speaking at events to find the best ones to use on web pages and in ebooks. There's only a small number I actually like, so I might try this.
1 like • 3d
@Teresa Slack They're great. I've had a look at a few of them, and there are a few little telltale signs that they could be AI-generated. I noticed that the text for Intuit on the lectern on one of them looked a little bit odd.
ads everywhere
I don't know if this is scary or what... I got an email: You're invited to advertise on ChatGPT. Millions of people come to ChatGPT every day to discover options, compare choices, and decide what to do next. ChatGPT Ads give your business an opportunity to show up in these high-intent moments.
2 likes • 10d
I got that same email, and I moved it straight to the bin. Fortunately, ads are only shown to people on the free account. I think they'd be hitting a self-destruct button if they decided to put ads on the business account.
🎥 How to Use Claude in Chrome
Most people use Claude by typing into a chat window. But there's a Chrome extension that lets Claude actually see your screen, click buttons, browse websites, and work across tabs. It's like having a virtual assistant sitting beside you ... doing the boring browser work you hate. I've just recorded a full walkthrough and I'm sharing it here so you can see what's possible. In the video I cover: ✅ Setting up the extension and choosing the right model ✅ The approval settings that keep you in control ✅ A live demo of Claude browsing Amazon and finding products that match specific criteria ✅ How tab grouping controls what Claude can see ✅ The Teach Claude feature where you record a workflow and Claude learns to repeat it ✅ Scheduling tasks so they run automatically every day or week ✅ Security tips including prompt injection and why it matters The bit that blew my mind ... I taught Claude to review my Skool membership requests every morning. It checks for spam, looks at whether applicants are accountants, and approves or leaves them for me. I set it up once. Now it just runs. 👇 The video is below 👇 Have you tried the Claude Chrome extension yet? If so, what did you use it for? And if not ... what's the first thing you'd want it to do for you? 👇
🎥 How to Use Claude in Chrome
1 like • 15d
@Usman Sial I did exactly the same thing to research various products for keeping the power going to my computers when the power goes out here in Portugal. It helped me find some great solutions without me having to do the searching.
0 likes • 10d
@Cheryl Engelsman Here's something I used it for yesterday. I needed to buy a new hub to replace a failing one for my multi-monitor setup, but I needed it quickly. I opened up my Amazon account, opened up Claude in Chrome, and then did a prompt. I explained exactly what I wanted and told it to search through Amazon for things that had: - Best Reviews - over 4 stars - Compatible with my existing tech stack - and had to be available for delivery within 3 days It came up with some great suggestions and saved me loads of time having to do the search myself. Living in Portugal, I often find the perfect product, but it's not available for several weeks or months.
📌 Start Here! (Welcome & Introduction) 🚀
Welcome to the AI Community! I'm thrilled you're here. 👋 Watch the quick START HERE to get oriented and see exactly how to make the most out of your membership. You can find it here. Then, let's get connected—introduce yourself below! Share where you are from, what you're excited to learn about AI, and your biggest goal for joining this community. This is your place to explore, engage, and elevate your accounting practice through cutting-edge AI. I'm here to support your journey every step of the way. Let’s get started! 🎉
0 likes • 16d
@Kyle Tingle Welcome to the AI community. I hope you find it valuable and look forward to helping you with AI.
0 likes • 13d
@Anneline Ann What a wonderful introduction. Thank you for that. I love your excitement. It's infectious, and I agree with what you say. I've never been to Singapore, but it's definitely on my list.
🎥 Missed Yesterday's Webinar? Here's the Recording
Over 200 people showed up live yesterday as I tackled the big question head on: can AI replace accountants and bookkeepers? If you missed it... the recording is now on YouTube. 👉 Will AI Replace Accounting and Bookkeeping? Here's what we covered: - Why agentic AI is fundamentally different from ChatGPT chat — it doesn't just answer questions, it takes actions inside your software - What I actually did using agentic AI on my own year-end accounts (bookkeeping, financial statement review, correcting journal entries — all done by AI) - Cowork vs Codex — which tool to use and why - The 6 techniques that get the best results from agentic AI - Privacy, security, and costs — and why the picture is more positive than you might think I also ran a live poll during the session. Check out the results in the image below ... they tell an interesting story about where most people are right now. The number one barrier? Privacy and security (26%), closely followed by not knowing how to do it (25%). Both of those are addressed in the recording. Which of those barriers resonates most with you? 👇
4 likes • 29d
@Sandra Pitts the interesting thing is that by the time you start in 2027, you probably won't need to know how to do bookkeeping to run a bookkeeping business. The AI will do the bookkeeping while you focus on growing the business.
1 like • 16d
@Rahil Yaghobi This is my new training in the AI Academy.
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Mark Wickersham
6
245points to level up
@mark-wickersham-1857
Public speaker, author and entrepreneur teaching owners of accounting firms how to build more successful businesses.

Active 12h ago
Joined Mar 19, 2025
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