Consolidated Family Reporting for HNW Private Client CPAs with BNA Estate Planner
Run consolidated family reporting on autopilot inside BNA Estate Planner.
The Problem
UHNW Tax & Trust Accounting firms produce monthly/quarterly consolidated reports across 5–30 families × multiple custodians × N entities — the assembly in Lacerte eats the controller's week.
What We Build in BNA Estate Planner
AI assembles the consolidated report from Lacerte and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. 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 uhnw tax & trust accounting 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.
Frequently asked
Does this consolidated family reporting automation work natively in BNA Estate Planner?+
Yes — we build directly on BNA Estate Planner's API or agent integration. Your data stays in BNA Estate Planner, your hnw private client cpas keep the same login and UI, and there's no parallel system for the team to learn.
What BNA Estate Planner configuration do we need before deployment?+
We work with your existing BNA Estate Planner setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for uhnw tax & trust accounting teams.
Can BNA Estate Planner handle consolidated family reporting on its own?+
BNA Estate Planner handles configuration; AI handles judgment. Native BNA Estate Planner workflows route deterministic tasks; our automation layer adds the AI judgment BNA Estate Planner doesn't ship out of the box — document classification, exception triage, drafting.
Is BNA Estate Planner the right tool for consolidated family reporting for hnw private client cpas?+
BNA Estate Planner is widely used among uhnw tax & trust accounting teams precisely because of its data model around consolidated family reporting. We've deployed this workflow on BNA Estate Planner for similar firms and the integration is well-trodden.
What's the typical ROI of consolidated family reporting automation in BNA Estate Planner?+
For uhnw tax & trust accounting firms running BNA Estate Planner, automation typically pays back inside the first quarter — measured against the loaded cost of the hnw private client cpa hours absorbed. Higher volumes deploy faster.
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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.