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Save Time, Stay Organized, and Never Lose a Document Again with TaxWorkFlow

TaxWorkFlow’s unique document management system is designed to allow accounting firms to achieve higher levels of efficiency, productivity, and collaboration. Continuous replication of all data to TaxWorkFlow, LLC’s secure back-up servers, makes TaxWorkFlow a perfect vault for your documents – they are always safe and available to you from anywhere anytime.

With these powerful features you can:

  • Store documents directly in the system database—instead of a local computer—so every document is available for you and your staff to download instantly, eliminating the need to spend time searching for documents on a hard drive or emailing them to team members.
  • Associate any document you upload to the system with a specific client, so you can always find the document you need quickly.
  • Attach documents to specific tickets or tasks, knowing they will be secure and easily accessible—preventing any delays in workflow related to lost or missing documentation.
  • Automatically pick up scanned documents and file them under individual clients and folders--saving hours of tedious record management work.

TaxWorkFlow’s Client Portal Provides Convenient, Secure Document Exchange and Automated Client Notifications

TaxWorkFlow also features a Web-based client portal where your clients can upload and download all documents referred to them from the system. Documents can be easily uploaded to the TaxWorkFlow database using drag-n-drop functionality and will be automatically published to the  client portal. Your client (and your staff, if desired) will then automatically receive a customizable email notification to alert them that a new document is waiting to be downloaded. 

If you need to send a client hard copy documents, you can burn a CD/DVD straight from TaxWorkFlow. You can also create a local back-up of documents on your own computer. Simply create a folder for this purpose and TaxWorkFlow will automatically download all documents into it.