Consolidated Family Reporting for HNW Private Client CPAs with Lacerte
Run consolidated family reporting on autopilot inside Lacerte.
The Problem
UHNW Tax & Trust Accounting firms produce monthly/quarterly consolidated reports across 5–30 families × multiple custodians × N entities — the assembly in Lacerte eats the controller's week.
What We Build in Lacerte
AI assembles the consolidated report from Lacerte and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. 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 uhnw tax & trust accounting 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.
Frequently asked
Does this consolidated family reporting automation work natively in Lacerte?+
Yes — we build directly on Lacerte's API or agent integration. Your data stays in Lacerte, your hnw private client cpas keep the same login and UI, and there's no parallel system for the team to learn.
What Lacerte configuration do we need before deployment?+
We work with your existing Lacerte setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for uhnw tax & trust accounting teams.
Can Lacerte handle consolidated family reporting on its own?+
Lacerte handles configuration; AI handles judgment. Native Lacerte workflows route deterministic tasks; our automation layer adds the AI judgment Lacerte doesn't ship out of the box — document classification, exception triage, drafting.
Is Lacerte the right tool for consolidated family reporting for hnw private client cpas?+
Lacerte is widely used among uhnw tax & trust accounting teams precisely because of its data model around consolidated family reporting. We've deployed this workflow on Lacerte for similar firms and the integration is well-trodden.
What's the typical ROI of consolidated family reporting automation in Lacerte?+
For uhnw tax & trust accounting firms running Lacerte, automation typically pays back inside the first quarter — measured against the loaded cost of the hnw private client cpa hours absorbed. Higher volumes deploy faster.
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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.