# Tax Document Gathering for Controllers

> AI monitors NetSuite 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%.

- **Role:** [Controller](https://calish.com/workflows/for/controller/)
- **Category:** [Data Entry & Processing](https://calish.com/workflows/category/data-entry-and-processing/)
- **Specialty:** [Mid-Market Controller](https://calish.com/workflows/specialty/mid-market-controller/)
- **Action:** Tax Document Gathering
- **Canonical URL:** https://calish.com/workflows/tax-document-gathering-for-controller/

## The Problem

Chasing Mid-Market Controller clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.

## What We Build

AI monitors NetSuite 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%.

## Tools & Integrations

- NetSuite
- Sage Intacct
- Bill.com
- Google Drive

## How It Works

1. **Discovery call.** We map your current tax document gathering 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

- [NetSuite](https://calish.com/workflows/with/tax-document-gathering-for-controller-with-netsuite/) — Tax Document Gathering built natively in NetSuite
- [Sage Intacct](https://calish.com/workflows/with/tax-document-gathering-for-controller-with-sage-intacct/) — Tax Document Gathering built natively in Sage Intacct
- [Bill.com](https://calish.com/workflows/with/tax-document-gathering-for-controller-with-bill-com/) — Tax Document Gathering built natively in Bill.com

## Related Workflows

- [Client Onboarding for Controllers](https://calish.com/workflows/client-onboarding-for-controller/)
- [Tax Return Review for Controllers](https://calish.com/workflows/tax-return-review-for-controller/)
- [Client Status Communication for Controllers](https://calish.com/workflows/client-status-communication-for-controller/)
- [Bank & Credit Card Reconciliation for Controllers](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-controller/)
- [Bill Capture & AP Processing for Controllers](https://calish.com/workflows/bill-capture-and-ap-processing-for-controller/)
- [AR Collections & Dunning for Controllers](https://calish.com/workflows/ar-collections-and-dunning-for-controller/)

---

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