§ 0· 3d to freeze

De-identify first. Then ask.

Today's move · ~7 min

What counts as a disclosure, and why paste is one

Technique: context + audience.

Client data and s. 7216

0/6

1What counts as a disclosure, and why paste is one 2De-identify a fact pattern in 60 seconds without losing the question 3Write a §7216 consent that actually satisfies §301.7216-3 4Which AI tools need consent and which do not (the control question)5When "taxpayer" beats the client's name, and when it does not 6Red-team your own paste: run the scanner on last week's prompt

All 25 areas Content Studio My Playbook Your workpaper file Your Claude setup AI tool map CE planner § Your progress

How Ledger fits together ›

§ Today is one lesson picked for you. Path is the order the rest come in. Playbook is where a prompt that scored well is kept. You is your progress: streak, tier, level.

§ Scores. A prompt you write in a lesson is scored on the same rubric every time. A pass saves it to your Playbook.

§ Streak. One lesson a day keeps it. That is the whole game; extra lessons count as tasks, not days.

§ Freezes. Earned at day 3 and day 14. A freeze covers a missed day automatically, so life does not burn your streak.

§ Entries. Every 7-day streak earns one: a pass that opens any Pro lesson, yours forever. Hold up to 2.

§ Tiers. Staff, then Senior at day 7, then Partner at day 30. A tier is a streak length and a name. It never unlocks a lesson.

§ Levels. High scores raise your level. Higher levels hide the examples and raise the pass bar.

§ Free plan. 2 lessons a day. The streak only ever needs 1.

§ Where it is saved. In this browser until you add your email. Then it follows you to any device.

One lesson a day keeps the streak. Scores raise the bar as you level.