AR Collections & Dunning for Tax Preparers with UltraTax CS
Run ar collections & dunning on autopilot inside UltraTax CS.
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Individual Tax clients that churn quietly cost the firm the most on an annual basis.
What We Build in UltraTax CS
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Drake Tax, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running UltraTax CS — uses the native API or agent integration so nothing leaves the system of record.
UltraTax CS Integration Approach
Audit your UltraTax CS configuration
We map the specific UltraTax CS objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
Build on the UltraTax CS API or agent
Integration happens inside UltraTax CS — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in UltraTax CS with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this ar collections & dunning automation work natively in UltraTax CS?+
Yes — we build directly on UltraTax CS's API or agent integration. Your data stays in UltraTax CS, your tax preparers keep the same login and UI, and there's no parallel system for the team to learn.
What UltraTax CS configuration do we need before deployment?+
We work with your existing UltraTax CS setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for individual tax teams.
Can UltraTax CS handle ar collections & dunning on its own?+
UltraTax CS handles configuration; AI handles judgment. Native UltraTax CS workflows route deterministic tasks; our automation layer adds the AI judgment UltraTax CS doesn't ship out of the box — document classification, exception triage, drafting.
Is UltraTax CS the right tool for ar collections & dunning for tax preparers?+
UltraTax CS is widely used among individual tax teams precisely because of its data model around ar collections & dunning. We've deployed this workflow on UltraTax CS for similar firms and the integration is well-trodden.
What's the typical ROI of ar collections & dunning automation in UltraTax CS?+
For individual tax firms running UltraTax CS, automation typically pays back inside the first quarter — measured against the loaded cost of the tax preparer hours absorbed. Higher volumes deploy faster.
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See this running in your UltraTax CS instance
30-minute call. We'll look at your actual UltraTax CS setup and show exactly how this workflow fits.