Bank & Credit Card Reconciliation for Small Business Tax Preparers with Drake Tax
The Problem
Monthly close for Small Business Tax clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.
What We Build in Drake Tax
AI matches bank and card feeds to UltraTax CS entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Drake Tax — uses the native API or agent integration so nothing leaves the system of record.
Drake Tax Integration Approach
Audit your Drake Tax configuration
We map the specific Drake Tax objects, custom fields, and workflows the automation needs to touch for your small business tax practice.
Build on the Drake Tax API or agent
Integration happens inside Drake Tax — 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 Drake Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Drake Tax instance
30-minute call. We'll look at your actual Drake Tax setup and show exactly how this workflow fits.