Client Status Communication for Estate Tax Specialists with Lacerte
The Problem
Estate Tax Specialists field the same 'where is my return' / 'did you get my docs' emails all day, and the ones who don't get answers within a few hours churn to a faster firm.
What We Build in Lacerte
AI drafts personalized status replies from the live matter state in Lacerte, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Lacerte — uses the native API or agent integration so nothing leaves the system of record.
Lacerte Integration Approach
Audit your Lacerte configuration
We map the specific Lacerte objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the Lacerte API or agent
Integration happens inside Lacerte — 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 Lacerte with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Lacerte instance
30-minute call. We'll look at your actual Lacerte setup and show exactly how this workflow fits.