# Month-End Close Checklist for Tax Preparers

> AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.

- **Role:** [Tax Preparer](https://calish.com/workflows/for/tax-preparer/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Individual Tax](https://calish.com/workflows/specialty/individual-tax/)
- **Action:** Month-End Close Checklist
- **Canonical URL:** https://calish.com/workflows/month-end-close-checklist-for-tax-preparer/

## The Problem

Every Individual Tax month-end runs on a checklist in Drake Tax that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.

## What We Build

AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.

## Tools & Integrations

- Drake Tax
- UltraTax CS
- Intuit ProConnect
- Email

## How It Works

1. **Discovery call.** We map your current month-end close checklist 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/month-end-close-checklist-for-tax-preparer-with-drake-tax/) — Month-End Close Checklist built natively in Drake Tax
- [UltraTax CS](https://calish.com/workflows/with/month-end-close-checklist-for-tax-preparer-with-ultratax-cs/) — Month-End Close Checklist built natively in UltraTax CS
- [Intuit ProConnect](https://calish.com/workflows/with/month-end-close-checklist-for-tax-preparer-with-intuit-proconnect/) — Month-End Close Checklist built natively in Intuit ProConnect

## 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/)
- [Bank & Credit Card Reconciliation for Tax Preparers](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-tax-preparer/)
- [Bill Capture & AP Processing for Tax Preparers](https://calish.com/workflows/bill-capture-and-ap-processing-for-tax-preparer/)

---

Book a free 30-minute consultation: https://calish.com/contact