# Bank & Credit Card Reconciliation for Tax Preparers

> AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.

- **Role:** [Tax Preparer](https://calish.com/workflows/for/tax-preparer/)
- **Category:** [Finance & Accounting](https://calish.com/workflows/category/finance-and-accounting/)
- **Specialty:** [Individual Tax](https://calish.com/workflows/specialty/individual-tax/)
- **Action:** Bank & Credit Card Reconciliation
- **Canonical URL:** https://calish.com/workflows/bank-and-credit-card-reconciliation-for-tax-preparer/

## The Problem

Monthly close for Individual Tax clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.

## What We Build

AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.

## Tools & Integrations

- Drake Tax
- UltraTax CS
- Intuit ProConnect
- SmartVault
- Slack

## How It Works

1. **Discovery call.** We map your current bank & credit card reconciliation process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Drake Tax](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-tax-preparer-with-drake-tax/) — Bank & Credit Card Reconciliation built natively in Drake Tax
- [UltraTax CS](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-tax-preparer-with-ultratax-cs/) — Bank & Credit Card Reconciliation built natively in UltraTax CS
- [Intuit ProConnect](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-tax-preparer-with-intuit-proconnect/) — Bank & Credit Card Reconciliation built natively in Intuit ProConnect
- [SmartVault](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-tax-preparer-with-smartvault/) — Bank & Credit Card Reconciliation built natively in SmartVault

## Related Workflows

- [Tax Return Review for Tax Preparers](https://calish.com/workflows/tax-return-review-for-tax-preparer/)
- [Client Status Communication for Tax Preparers](https://calish.com/workflows/client-status-communication-for-tax-preparer/)
- [Client Onboarding for Tax Preparers](https://calish.com/workflows/client-onboarding-for-tax-preparer/)
- [Tax Document Gathering for Tax Preparers](https://calish.com/workflows/tax-document-gathering-for-tax-preparer/)
- [Bill Capture & AP Processing for Tax Preparers](https://calish.com/workflows/bill-capture-and-ap-processing-for-tax-preparer/)
- [AR Collections & Dunning for Tax Preparers](https://calish.com/workflows/ar-collections-and-dunning-for-tax-preparer/)

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