Custom AI automations designed for the daily challenges small business tax preparers face. Stop doing manually what AI can handle.
AI reconciles each line of the return against source docs in UltraTax CS 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 the engagement letter, generates a tailored document-request list for the client's Small Business Tax profile, chases missing items across email and UltraTax CS, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI monitors nexus thresholds, pulls transaction data from UltraTax CS, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit.
AI identifies 1099-eligible vendors from UltraTax CS, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event.
AI monitors UltraTax CS transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months.
AI pulls actuals from UltraTax CS, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste.
AI builds the BvA view directly from UltraTax CS, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.'
These are just examples. If you're a small business tax preparer with a repetitive process that's eating your time, we can probably automate it.
