Client Onboarding for Estate Tax Specialists with GEMS
The Problem
Onboarding a new Estate & Gift Tax client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in GEMS
AI drafts the engagement letter, generates a tailored document-request list for the client's Estate & Gift Tax profile, chases missing items across email and Lacerte, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running GEMS — uses the native API or agent integration so nothing leaves the system of record.
GEMS Integration Approach
Audit your GEMS configuration
We map the specific GEMS objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the GEMS API or agent
Integration happens inside GEMS — 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 GEMS with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your GEMS instance
30-minute call. We'll look at your actual GEMS setup and show exactly how this workflow fits.