Custom AI automations designed for the daily challenges estate tax specialists face. Stop doing manually what AI can handle.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current.
AI pipes KPIs from Lacerte and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time.
AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.
AI drafts the engagement letter, generates a tailored document-request list for the client's Estate & Gift Tax profile, chases missing items across email and Lacerte, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI monitors Lacerte and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
AI reconciles each line of the return against source docs in Lacerte and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts personalized status replies from the live matter state in Lacerte, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
These are just examples. If you're a estate tax specialist with a repetitive process that's eating your time, we can probably automate it.
