Bank & Credit Card Reconciliation for Tax Preparers with UltraTax CS
Run bank & credit card reconciliation on autopilot inside UltraTax CS.
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 UltraTax CS
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 UltraTax CS — uses the native API or agent integration so nothing leaves the system of record.
UltraTax CS Integration Approach
Audit your UltraTax CS configuration
We map the specific UltraTax CS objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in UltraTax CS with enough context to act — AI handles the 80%, your team owns the judgment calls.
Frequently asked
Does this bank & credit card reconciliation automation work natively in UltraTax CS?+
Yes — we build directly on UltraTax CS's API or agent integration. Your data stays in UltraTax CS, your tax preparers keep the same login and UI, and there's no parallel system for the team to learn.
What UltraTax CS configuration do we need before deployment?+
We work with your existing UltraTax CS setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for individual tax teams.
Can UltraTax CS handle bank & credit card reconciliation on its own?+
UltraTax CS handles configuration; AI handles judgment. Native UltraTax CS workflows route deterministic tasks; our automation layer adds the AI judgment UltraTax CS doesn't ship out of the box — document classification, exception triage, drafting.
Is UltraTax CS the right tool for bank & credit card reconciliation for tax preparers?+
UltraTax CS is widely used among individual tax teams precisely because of its data model around bank & credit card reconciliation. We've deployed this workflow on UltraTax CS for similar firms and the integration is well-trodden.
What's the typical ROI of bank & credit card reconciliation automation in UltraTax CS?+
For individual tax firms running UltraTax CS, automation typically pays back inside the first quarter — measured against the loaded cost of the tax preparer hours absorbed. Higher volumes deploy faster.
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See this running in your UltraTax CS instance
30-minute call. We'll look at your actual UltraTax CS setup and show exactly how this workflow fits.