Custom AI workflows built specifically for small business tax: deep integrations with the UltraTax CS stack, accounting & tax-grade privacy, and workflows that pay back in weeks, not years.
AI watches calendar, email, and UltraTax CS 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 Small Business Tax profile, chases missing items across email and UltraTax CS, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI monitors UltraTax CS 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 UltraTax CS 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 UltraTax CS, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI matches bank and card feeds to UltraTax CS entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Small Business Tax patterns, routes approvals, and sends payment files to UltraTax CS — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in UltraTax CS, and flags accounts that need a human collections call — DSO drops 12–18 days.
For small business tax preparers
For small business tax preparers
For small business tax preparers
For small business tax preparers
For small business tax preparers
For small business tax preparers
The workflows above are starting points. Every small business tax operation runs differently — we build what you actually need.
