# AI Automation for SmartVault

> 10 workflow automations purpose-built on top of SmartVault — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/smartvault/
- **Automation count:** 10
- **Roles:** Estate Tax Specialist, Small Business Tax Preparer, Tax Preparer

## Automations

- [Financial Due Diligence Prep for Tax Preparers](https://calish.com/workflows/with/financial-due-diligence-prep-for-tax-preparer-with-smartvault/) — AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book —
- [Operating KPI Dashboard for Tax Preparers](https://calish.com/workflows/with/operating-kpi-dashboard-for-tax-preparer-with-smartvault/) — AI pipes KPIs from Drake Tax and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summ
- [Client Onboarding for Tax Preparers](https://calish.com/workflows/with/client-onboarding-for-tax-preparer-with-smartvault/) — AI drafts the engagement letter, generates a tailored document-request list for the client's Individual Tax profile, chases missing items ac
- [Tax Document Gathering for Tax Preparers](https://calish.com/workflows/with/tax-document-gathering-for-tax-preparer-with-smartvault/) — AI monitors Drake Tax and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sen
- [Tax Return Review for Tax Preparers](https://calish.com/workflows/with/tax-return-review-for-tax-preparer-with-smartvault/) — AI reconciles each line of the return against source docs in Drake Tax and the prior year, explains variances over 5%, and produces a review
- [Client Status Communication for Tax Preparers](https://calish.com/workflows/with/client-status-communication-for-tax-preparer-with-smartvault/) — AI drafts personalized status replies from the live matter state in Drake Tax, surfaces anything the client is blocking, and escalates tax-s
- [Time Entry & WIP Capture for Small Business Tax Preparers](https://calish.com/workflows/with/time-entry-and-wip-capture-for-small-business-tax-preparer-with-smartvault/) — AI watches calendar, email, and UltraTax CS activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization 
- [Bill Capture & AP Processing for Small Business Tax Preparers](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-small-business-tax-preparer-with-smartvault/) — AI pulls bills from every channel, extracts line items, assigns GL codes using Small Business Tax patterns, routes approvals, and sends paym
- [13-Week Cash Flow Forecast for Estate Tax Specialists](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-estate-tax-specialist-with-smartvault/) — AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recomm
- [Time Entry & WIP Capture for Estate Tax Specialists](https://calish.com/workflows/with/time-entry-and-wip-capture-for-estate-tax-specialist-with-smartvault/) — AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate

---

Book a free 30-minute consultation: https://calish.com/contact