TaxWorkFlow Functionality

TaxWorkFlow incorporates many powerful capabilities allowing every step of the tax preparation process to be managed and completed effortlessly, efficiently, and correctly. Here is a sample list of goals you can achieve by using TaxWorkFlow.

▪Schedule the types of work you do and who will be doing them in what sequence

▪Organize hundreds of tasks to be completed by various team players, such as admin work, tax preparation, accounting, invoicing, and outsourcing functions

▪Add new staff users by sending simple invites containing all instructions they need to get up and running fast inside your workflow

▪Fine-tune staff user access depending on permissions for security and integrity purposes

▪Schedule default processors for certain events to better organize your staff's time and productivity

▪Delegate routine task management or problem detection to an interactive system that acts according to comprehensive and flexible workflow rules

▪Keep track of all your clients information, and every aspect of your communication with them, including tax related information, preferences, actual email messages and notes, input documents, tasks, events, meetings, reminders, referrals, project notes and deliverables

▪Organize all your documents electronically in the cloud by category, customer, and work completed. Plus, you can quickly find what you need later based on the various criteria

▪Use drag-n-drop and automated pick up / filing system to save time instead of loading large amounts of paper into the system, or even have your customers securely upload the input into your online storage

▪Import/export documents and burn them to DVDs directly from the application

▪Share customer documents and emails with your team working on the project, ensuring everybody is in the loop

▪Publish draft returns and other customized categories to customers automatically

▪Perform bulk email and mail campaigns to notify your clients about various events and deadlines

▪Reassign tasks as your workload and resources change over time

▪Monitor your staff time, productivity, progress reports, and adjust priorities on the fly

▪Track missing information for each customer's return, either individually or based on a global template rules

▪Save your time by having automated reminders emailed to customers if there is information needed to keep moving forward on the tax return

▪Ensure special tax return requirements are met for some of your clients -- automatically and on time