Tax Document Gathering for Estate Tax Specialists with GEMS
The Problem
Chasing Estate & Gift Tax clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build in GEMS
AI monitors Lacerte and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. 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.