# Bank & Credit Card Reconciliation for Tax Preparers with SmartVault

> AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [SmartVault](https://calish.com/workflows/tool/smartvault/)
- **Role:** [Tax Preparer](https://calish.com/workflows/for/tax-preparer/)
- **Specialty:** Individual Tax
- **Category:** Finance & Accounting
- **Canonical URL:** https://calish.com/workflows/with/bank-and-credit-card-reconciliation-for-tax-preparer-with-smartvault/

## The Problem

Monthly close for Individual Tax clients stalls on stubborn reconciling items — duplicate card charges, uncleared deposits, miscoded transfers — and the team burns Friday nights hunting them.

## What We Build in SmartVault

AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running SmartVault — uses the native API or agent integration so nothing leaves the system of record.

## SmartVault Integration Approach

1. **Audit your SmartVault configuration.** We map the specific SmartVault objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
2. **Build on the SmartVault API or agent.** Integration happens inside SmartVault — 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 SmartVault with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Bank & Credit Card Reconciliation for Tax Preparers](https://calish.com/workflows/bank-and-credit-card-reconciliation-for-tax-preparer/)
- AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.

## Other SmartVault Automations

- [Tax Return Review for Tax Preparers](https://calish.com/workflows/with/tax-return-review-for-tax-preparer-with-smartvault/)
- [Client Status Communication for Tax Preparers](https://calish.com/workflows/with/client-status-communication-for-tax-preparer-with-smartvault/)
- [Client Onboarding for Tax Preparers](https://calish.com/workflows/with/client-onboarding-for-tax-preparer-with-smartvault/)
- [Tax Document Gathering for Tax Preparers](https://calish.com/workflows/with/tax-document-gathering-for-tax-preparer-with-smartvault/)
- [AR Collections & Dunning for Tax Preparers](https://calish.com/workflows/with/ar-collections-and-dunning-for-tax-preparer-with-smartvault/)
- [Multi-State Sales Tax Filing for Small Business Tax Preparers](https://calish.com/workflows/with/multi-state-sales-tax-filing-for-small-business-tax-preparer-with-smartvault/)
- [1099 & Contractor Reporting for Small Business Tax Preparers](https://calish.com/workflows/with/1099-and-contractor-reporting-for-small-business-tax-preparer-with-smartvault/)
- [Budget vs. Actuals Review for Small Business Tax Preparers](https://calish.com/workflows/with/budget-vs-actuals-review-for-small-business-tax-preparer-with-smartvault/)

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