Tax Document Gathering for M&A Analysts with Datasite
The Problem
Chasing Transaction Advisory 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 Datasite
AI monitors Datasite 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 Datasite — uses the native API or agent integration so nothing leaves the system of record.
Datasite Integration Approach
Audit your Datasite configuration
We map the specific Datasite objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the Datasite API or agent
Integration happens inside Datasite — 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 Datasite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Datasite instance
30-minute call. We'll look at your actual Datasite setup and show exactly how this workflow fits.