Custom AI workflows built specifically for uhnw tax & trust accounting: deep integrations with the Lacerte stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
AI generates K-1s from Lacerte partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Lacerte, and flags trust-term compliance issues — trustee operates with full audit trail.
AI assembles the consolidated report from Lacerte and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days.
AI ingests commission statements from every supplier into Lacerte, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero.
AI captures bills from every channel, classifies them per entity in Lacerte, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero.
AI tracks every selection in Lacerte, places trade orders with vendors, monitors lead times, and surfaces ship/install schedule risks to the designer — projects ship on time and the designer designs.
AI matches incoming vendor invoices to POs in Lacerte, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time.
For hnw private client cpas
For hnw private client cpas
For hnw private client cpas
For hnw private client cpas
For hnw private client cpas
For hnw private client cpas
The workflows above are starting points. Every uhnw tax & trust accounting operation runs differently — we build what you actually need.
