# Tax Document Gathering for M&A Analysts

> AI monitors Datasite 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:** [M&A Analyst](https://calish.com/workflows/for/manda-analyst/)
- **Category:** [Data Entry & Processing](https://calish.com/workflows/category/data-entry-and-processing/)
- **Specialty:** [Transaction Advisory](https://calish.com/workflows/specialty/transaction-advisory/)
- **Action:** Tax Document Gathering
- **Canonical URL:** https://calish.com/workflows/tax-document-gathering-for-manda-analyst/

## The Problem

Chasing Transaction Advisory 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 Datasite 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

- Datasite
- Intralinks
- PitchBook
- 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

- [Datasite](https://calish.com/workflows/with/tax-document-gathering-for-manda-analyst-with-datasite/) — Tax Document Gathering built natively in Datasite
- [Intralinks](https://calish.com/workflows/with/tax-document-gathering-for-manda-analyst-with-intralinks/) — Tax Document Gathering built natively in Intralinks
- [PitchBook](https://calish.com/workflows/with/tax-document-gathering-for-manda-analyst-with-pitchbook/) — Tax Document Gathering built natively in PitchBook

## Related Workflows

- [Operating KPI Dashboard for M&A Analysts](https://calish.com/workflows/operating-kpi-dashboard-for-manda-analyst/)
- [Time Entry & WIP Capture for M&A Analysts](https://calish.com/workflows/time-entry-and-wip-capture-for-manda-analyst/)
- [Client Onboarding for M&A Analysts](https://calish.com/workflows/client-onboarding-for-manda-analyst/)
- [Tax Return Review for M&A Analysts](https://calish.com/workflows/tax-return-review-for-manda-analyst/)
- [Client Status Communication for M&A Analysts](https://calish.com/workflows/client-status-communication-for-manda-analyst/)
- [Bank & Credit Card Reconciliation for M&A Analysts](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-manda-analyst/)

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