# Financial Due Diligence Prep for Tax Preparers with SmartVault

> AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. 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:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/financial-due-diligence-prep-for-tax-preparer-with-smartvault/

## The Problem

Quality-of-earnings work for Individual Tax targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.

## What We Build in SmartVault

AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. 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

- [Financial Due Diligence Prep for Tax Preparers](https://calish.com/workflows/financial-due-diligence-prep-for-tax-preparer/)
- AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.

## Other SmartVault Automations

- [Operating KPI Dashboard for Tax Preparers](https://calish.com/workflows/with/operating-kpi-dashboard-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/)
- [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/)
- [Time Entry & WIP Capture for Small Business Tax Preparers](https://calish.com/workflows/with/time-entry-and-wip-capture-for-small-business-tax-preparer-with-smartvault/)
- [Bill Capture & AP Processing for Small Business Tax Preparers](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-small-business-tax-preparer-with-smartvault/)
- [13-Week Cash Flow Forecast for Estate Tax Specialists](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-estate-tax-specialist-with-smartvault/)

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