# AR Collections & Dunning for Small Business Tax Preparers with UltraTax CS

> 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 UltraTax CS — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [UltraTax CS](https://calish.com/workflows/tool/ultratax-cs/)
- **Role:** [Small Business Tax Preparer](https://calish.com/workflows/for/small-business-tax-preparer/)
- **Specialty:** Small Business Tax
- **Category:** Finance & Accounting
- **Canonical URL:** https://calish.com/workflows/with/ar-collections-and-dunning-for-small-business-tax-preparer-with-ultratax-cs/

## 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 UltraTax CS

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 UltraTax CS — uses the native API or agent integration so nothing leaves the system of record.

## UltraTax CS Integration Approach

1. **Audit your UltraTax CS configuration.** We map the specific UltraTax CS objects, custom fields, and workflows the automation needs to touch for your small business tax practice.
2. **Build on the UltraTax CS API or agent.** Integration happens inside UltraTax CS — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in UltraTax CS with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [AR Collections & Dunning for Small Business Tax Preparers](https://calish.com/workflows/ar-collections-and-dunning-for-small-business-tax-preparer/)
- 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.

## Other UltraTax CS Automations

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

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