# Operating KPI Dashboard for Tax Preparers

> AI pipes KPIs from Drake Tax and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time.

- **Role:** [Tax Preparer](https://calish.com/workflows/for/tax-preparer/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Individual Tax](https://calish.com/workflows/specialty/individual-tax/)
- **Action:** Operating KPI Dashboard
- **Canonical URL:** https://calish.com/workflows/operating-kpi-dashboard-for-tax-preparer/

## The Problem

Every Individual Tax KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.

## What We Build

AI pipes KPIs from Drake Tax and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time.

## Tools & Integrations

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

## How It Works

1. **Discovery call.** We map your current operating kpi dashboard 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/operating-kpi-dashboard-for-tax-preparer-with-drake-tax/) — Operating KPI Dashboard built natively in Drake Tax
- [UltraTax CS](https://calish.com/workflows/with/operating-kpi-dashboard-for-tax-preparer-with-ultratax-cs/) — Operating KPI Dashboard built natively in UltraTax CS
- [Intuit ProConnect](https://calish.com/workflows/with/operating-kpi-dashboard-for-tax-preparer-with-intuit-proconnect/) — Operating KPI Dashboard built natively in Intuit ProConnect
- [SmartVault](https://calish.com/workflows/with/operating-kpi-dashboard-for-tax-preparer-with-smartvault/) — Operating KPI Dashboard built natively in SmartVault

## Related Workflows

- [Financial Due Diligence Prep for Tax Preparers](https://calish.com/workflows/financial-due-diligence-prep-for-tax-preparer/)
- [13-Week Cash Flow Forecast for Tax Preparers](https://calish.com/workflows/13-week-cash-flow-forecast-for-tax-preparer/)
- [Time Entry & WIP Capture for Tax Preparers](https://calish.com/workflows/time-entry-and-wip-capture-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/)
- [Tax Return Review for Tax Preparers](https://calish.com/workflows/tax-return-review-for-tax-preparer/)

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