Tax Return Review for Estate Tax Specialists with Lacerte
The Problem
Senior reviewers spend hours tick-and-tying Estate & Gift Tax returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in Lacerte
AI reconciles each line of the return against source docs in Lacerte and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. 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.