# AI Automation for Practice CS

> 5 workflow automations purpose-built on top of Practice CS — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/practice-cs/
- **Automation count:** 5
- **Roles:** CPA Firm Administrator

## Automations

- [Tax Document Gathering for CPA Firm Administrators](https://calish.com/workflows/with/tax-document-gathering-for-cpa-firm-administrator-with-practice-cs/) — AI monitors Canopy and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends 
- [Tax Return Review for CPA Firm Administrators](https://calish.com/workflows/with/tax-return-review-for-cpa-firm-administrator-with-practice-cs/) — AI reconciles each line of the return against source docs in Canopy and the prior year, explains variances over 5%, and produces a review wo
- [Client Status Communication for CPA Firm Administrators](https://calish.com/workflows/with/client-status-communication-for-cpa-firm-administrator-with-practice-cs/) — AI drafts personalized status replies from the live matter state in Canopy, surfaces anything the client is blocking, and escalates tax-sens
- [Bank & Credit Card Reconciliation for CPA Firm Administrators](https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-cpa-firm-administrator-with-practice-cs/) — AI matches bank and card feeds to Canopy entries, auto-codes recurring transactions with learned rules, and surfaces only the true exception
- [AR Collections & Dunning for CPA Firm Administrators](https://calish.com/workflows/with/ar-collections-and-dunning-for-cpa-firm-administrator-with-practice-cs/) — AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human 

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