# Client Onboarding for Estate Tax Specialists

> AI drafts the engagement letter, generates a tailored document-request list for the client's Estate & Gift Tax profile, chases missing items across email and Lacerte, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

- **Role:** [Estate Tax Specialist](https://calish.com/workflows/for/estate-tax-specialist/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Estate & Gift Tax](https://calish.com/workflows/specialty/estate-and-gift-tax/)
- **Action:** Client Onboarding
- **Canonical URL:** https://calish.com/workflows/client-onboarding-for-estate-tax-specialist/

## The Problem

Onboarding a new Estate & Gift Tax client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.

## What We Build

AI drafts the engagement letter, generates a tailored document-request list for the client's Estate & Gift Tax profile, chases missing items across email and Lacerte, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.

## Tools & Integrations

- Lacerte
- GEMS
- BNA Estate Planner
- Email

## How It Works

1. **Discovery call.** We map your current client onboarding 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

- [Lacerte](https://calish.com/workflows/with/client-onboarding-for-estate-tax-specialist-with-lacerte/) — Client Onboarding built natively in Lacerte
- [GEMS](https://calish.com/workflows/with/client-onboarding-for-estate-tax-specialist-with-gems/) — Client Onboarding built natively in GEMS
- [BNA Estate Planner](https://calish.com/workflows/with/client-onboarding-for-estate-tax-specialist-with-bna-estate-planner/) — Client Onboarding built natively in BNA Estate Planner

## Related Workflows

- [Financial Due Diligence Prep for Estate Tax Specialists](https://calish.com/workflows/financial-due-diligence-prep-for-estate-tax-specialist/)
- [13-Week Cash Flow Forecast for Estate Tax Specialists](https://calish.com/workflows/13-week-cash-flow-forecast-for-estate-tax-specialist/)
- [Operating KPI Dashboard for Estate Tax Specialists](https://calish.com/workflows/operating-kpi-dashboard-for-estate-tax-specialist/)
- [Time Entry & WIP Capture for Estate Tax Specialists](https://calish.com/workflows/time-entry-and-wip-capture-for-estate-tax-specialist/)
- [Tax Document Gathering for Estate Tax Specialists](https://calish.com/workflows/tax-document-gathering-for-estate-tax-specialist/)
- [Tax Return Review for Estate Tax Specialists](https://calish.com/workflows/tax-return-review-for-estate-tax-specialist/)

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