Accounting Finance Professional services
Accountants who use Claude hit the same wall every time: you have 30 clients, each with their own company structure, filing history, preferences, and open issues — and Claude starts every conversation knowing none of it.
You paste in a client brief. Again. Or you write a custom instructions paragraph that covers five clients badly and fifteen not at all.
Stash solves this by giving Claude a persistent, searchable record store. You store your client context once. Claude retrieves it in seconds at the start of any session — without you re-explaining who they are or what you did for them last quarter.
I need to write to Hargreaves Plumbing about their Q3 VAT return.
Hargreaves Plumbing Ltd — quarterly VAT filer, flat rate scheme at 9.5%, year-end March. They owe you three months of bank statements — you chased on 14 May, no response. Their main contact is Simon Hargreaves. Want me to draft a firm but polite chaser before I start on the return cover letter?
That context wasn't in the prompt. Claude pulled it from Stash. No briefing required.
https://app.stashlite.com/mcp → Save
Before jumping on a client call, ask Claude: "What do I know about Oak Street Bakery?" It surfaces their profile, open queries, and anything flagged from previous sessions. You arrive prepared in under 30 seconds.
During the self-assessment rush, store progress per client: what's filed, what's waiting, what's blocked. Ask Claude "which clients are still outstanding?" and get a real answer — not a guess based on this conversation's context alone.
When you make a material decision — an R&D claim, a group relief election, a capital allowances approach — store it. "Stash a note in 'tax-positions' — client: Meridian Software, year: 2025, note: claimed R&D on staff costs £42k, conservative approach agreed with client." Two years later, when HMRC enquires, you have a queryable record.
Store client communication preferences, approved disclaimer wording, and your standard engagement letter structure. Ask Claude to draft a letter using your standard format without pasting it in every time.
When you read a new HMRC brief or attend a CPD session, stash the key points. "Store in 'technical-notes': HMRC guidance updated on EMI options — shares must be fully paid up at grant." Query it when a client situation touches the area.
| Tier | Records | Queries/month | Price |
|---|---|---|---|
| Free | 2,500 | 50 | £0 |
| Pro | 100,000 | 1,000 | £8/mo |
A sole practitioner with 30 clients, each with a profile and 5–10 notes, is around 300–400 records. The free tier handles that comfortably. You'll likely hit the query limit first — 50 queries per month is about 1–2 Claude sessions per working day. Most accountants move to Pro (£8/mo) within the first month of regular use.
https://app.stashlite.com/mcp
Each Stash account is isolated by Google identity. Your client records are not accessible to other users, and we do not train on your data. For regulated professions with data-handling requirements, see the Stash security page. As with any cloud tool, you should not store full client tax returns or account numbers in Stash — keep it to notes and context, not raw financial data.