Time Entry & WIP Capture for Tax Preparers with Drake Tax
The Problem
Tax Preparers write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.
What We Build in Drake Tax
AI watches calendar, email, and Drake Tax activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Drake Tax — uses the native API or agent integration so nothing leaves the system of record.
Drake Tax Integration Approach
Audit your Drake Tax configuration
We map the specific Drake Tax objects, custom fields, and workflows the automation needs to touch for your individual tax practice.
Build on the Drake Tax API or agent
Integration happens inside Drake Tax — 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 Drake Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Drake Tax instance
30-minute call. We'll look at your actual Drake Tax setup and show exactly how this workflow fits.