Tax Document Gathering for Estate Tax Specialists
The Problem
Chasing Estate & Gift Tax clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build
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%.
Tools & Integrations
How It Works
Discovery Call
We map your current tax document gathering process and identify exactly where AI saves the most time.
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate tax document gathering?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.