Tax Document Gathering for Estate Tax Specialists with BNA Estate Planner
The Problem
Chasing Estate & Gift Tax clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build in BNA Estate Planner
AI monitors Lacerte and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. 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.