# Tax Document Gathering for Estate Tax Specialists

> 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%.

- **Role:** [Estate Tax Specialist](https://calish.com/workflows/for/estate-tax-specialist/)
- **Category:** [Data Entry & Processing](https://calish.com/workflows/category/data-entry-and-processing/)
- **Specialty:** [Estate & Gift Tax](https://calish.com/workflows/specialty/estate-and-gift-tax/)
- **Action:** Tax Document Gathering
- **Canonical URL:** https://calish.com/workflows/tax-document-gathering-for-estate-tax-specialist/

## The Problem

Chasing Estate & Gift Tax 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 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%.

## Tools & Integrations

- Lacerte
- GEMS
- BNA Estate Planner
- 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

- [Lacerte](https://calish.com/workflows/with/tax-document-gathering-for-estate-tax-specialist-with-lacerte/) — Tax Document Gathering built natively in Lacerte
- [GEMS](https://calish.com/workflows/with/tax-document-gathering-for-estate-tax-specialist-with-gems/) — Tax Document Gathering built natively in GEMS
- [BNA Estate Planner](https://calish.com/workflows/with/tax-document-gathering-for-estate-tax-specialist-with-bna-estate-planner/) — Tax Document Gathering built natively in BNA Estate Planner

## Related Workflows

- [Financial Due Diligence Prep for Estate Tax Specialists](https://calish.com/workflows/financial-due-diligence-prep-for-estate-tax-specialist/)
- [13-Week Cash Flow Forecast for Estate Tax Specialists](https://calish.com/workflows/13-week-cash-flow-forecast-for-estate-tax-specialist/)
- [Operating KPI Dashboard for Estate Tax Specialists](https://calish.com/workflows/operating-kpi-dashboard-for-estate-tax-specialist/)
- [Time Entry & WIP Capture for Estate Tax Specialists](https://calish.com/workflows/time-entry-and-wip-capture-for-estate-tax-specialist/)
- [Client Onboarding for Estate Tax Specialists](https://calish.com/workflows/client-onboarding-for-estate-tax-specialist/)
- [Tax Return Review for Estate Tax Specialists](https://calish.com/workflows/tax-return-review-for-estate-tax-specialist/)

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