Custom AI workflows built specifically for estate & gift tax: deep integrations with the Lacerte stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current.
AI pipes KPIs from Lacerte 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.
AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.
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.
AI monitors Lacerte and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
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.
AI drafts personalized status replies from the live matter state in Lacerte, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
The workflows above are starting points. Every estate & gift tax operation runs differently — we build what you actually need.
