AR Collections & Dunning for Small Business Tax Preparers with Drake Tax
The Problem
Past-due balances pile up because the team only has time to dun the biggest accounts — and the mid-sized Small Business Tax clients that churn quietly cost the firm the most on an annual basis.
What We Build in Drake Tax
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in UltraTax CS, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Drake Tax — uses the native API or agent integration so nothing leaves the system of record.
Drake Tax Integration Approach
Audit your Drake Tax configuration
We map the specific Drake Tax objects, custom fields, and workflows the automation needs to touch for your small business tax practice.
Build on the Drake Tax API or agent
Integration happens inside Drake Tax — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Drake Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Drake Tax instance
30-minute call. We'll look at your actual Drake Tax setup and show exactly how this workflow fits.