Client Status Communication for Estate Tax Specialists with BNA Estate Planner
The Problem
Estate Tax Specialists field the same 'where is my return' / 'did you get my docs' emails all day, and the ones who don't get answers within a few hours churn to a faster firm.
What We Build in BNA Estate Planner
AI drafts personalized status replies from the live matter state in Lacerte, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running BNA Estate Planner — uses the native API or agent integration so nothing leaves the system of record.
BNA Estate Planner Integration Approach
Audit your BNA Estate Planner configuration
We map the specific BNA Estate Planner objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the BNA Estate Planner API or agent
Integration happens inside BNA Estate Planner — 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 BNA Estate Planner with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your BNA Estate Planner instance
30-minute call. We'll look at your actual BNA Estate Planner setup and show exactly how this workflow fits.