Operating KPI Dashboard for Estate Tax Specialists with GEMS
The Problem
Every Estate & Gift Tax KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.
What We Build in GEMS
AI pipes KPIs from Lacerte and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running GEMS — uses the native API or agent integration so nothing leaves the system of record.
GEMS Integration Approach
Audit your GEMS configuration
We map the specific GEMS objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the GEMS API or agent
Integration happens inside GEMS — 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 GEMS with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your GEMS instance
30-minute call. We'll look at your actual GEMS setup and show exactly how this workflow fits.