Client Onboarding for Small Business Tax Preparers with Drake Tax
The Problem
Onboarding a new Small Business Tax client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in Drake Tax
AI drafts the engagement letter, generates a tailored document-request list for the client's Small Business Tax profile, chases missing items across email and UltraTax CS, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. 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.