# Time Entry & WIP Capture for Tax Preparers

> AI watches calendar, email, and Drake Tax activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.

- **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:** Time Entry & WIP Capture
- **Canonical URL:** https://calish.com/workflows/time-entry-and-wip-capture-for-tax-preparer/

## The Problem

Tax Preparers write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.

## What We Build

AI watches calendar, email, and Drake Tax activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.

## Tools & Integrations

- Drake Tax
- UltraTax CS
- Intuit ProConnect
- Email

## How It Works

1. **Discovery call.** We map your current time entry & wip capture 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/time-entry-and-wip-capture-for-tax-preparer-with-drake-tax/) — Time Entry & WIP Capture built natively in Drake Tax
- [UltraTax CS](https://calish.com/workflows/with/time-entry-and-wip-capture-for-tax-preparer-with-ultratax-cs/) — Time Entry & WIP Capture built natively in UltraTax CS
- [Intuit ProConnect](https://calish.com/workflows/with/time-entry-and-wip-capture-for-tax-preparer-with-intuit-proconnect/) — Time Entry & WIP Capture built natively in Intuit ProConnect

## 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/)
- [Client Onboarding for Tax Preparers](https://calish.com/workflows/client-onboarding-for-tax-preparer/)
- [Tax Document Gathering for Tax Preparers](https://calish.com/workflows/tax-document-gathering-for-tax-preparer/)
- [Tax Return Review for Tax Preparers](https://calish.com/workflows/tax-return-review-for-tax-preparer/)

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