# Tax Document Gathering for Tax Preparers

> AI monitors Drake Tax 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:** [Tax Preparer](https://calish.com/workflows/for/tax-preparer/)
- **Category:** [Data Entry & Processing](https://calish.com/workflows/category/data-entry-and-processing/)
- **Specialty:** [Individual Tax](https://calish.com/workflows/specialty/individual-tax/)
- **Action:** Tax Document Gathering
- **Canonical URL:** https://calish.com/workflows/tax-document-gathering-for-tax-preparer/

## The Problem

Chasing Individual 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 Drake Tax 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

- Drake Tax
- UltraTax CS
- Intuit ProConnect
- SmartVault
- Zapier

## 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

- [Drake Tax](https://calish.com/workflows/with/tax-document-gathering-for-tax-preparer-with-drake-tax/) — Tax Document Gathering built natively in Drake Tax
- [UltraTax CS](https://calish.com/workflows/with/tax-document-gathering-for-tax-preparer-with-ultratax-cs/) — Tax Document Gathering built natively in UltraTax CS
- [Intuit ProConnect](https://calish.com/workflows/with/tax-document-gathering-for-tax-preparer-with-intuit-proconnect/) — Tax Document Gathering built natively in Intuit ProConnect
- [SmartVault](https://calish.com/workflows/with/tax-document-gathering-for-tax-preparer-with-smartvault/) — Tax Document Gathering built natively in SmartVault

## Related Workflows

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

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