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Implementation Overview

This page explains how the usual TaxWorkFlow implementation process looks like. Below you can see all the steps of this process. Usually it takes about one week to completely deploy and start using TaxWorkFlow. Our support team will be happy to guide you through this process step-by-step and will assist you during the time you use TaxWorkFlow without additional cost.

These actions are available for administrators only.

Familiarize yourself

Look at the application in action.
Define the features of the workflow application you need for your company and decide if TaxWorkFlow meets your expectations.

These actions are available for users, managers and administrators.

Customize your TaxWorkFlow account

TaxWorkFlow is very a feature-rich but at the same time a highly customizable application.
This makes sure you get the application that will meet your needs exactly.

This actions are available for managers and administrators.

Set up your company profile

Add all the information about your company and services you provide.
Set up the authentication policies to keep a chosen level of security working with the application.


Customize email templates

Save a huge amount of time using TaxWorkFlow’s email templates to communicate with staff and clients


Connect your staff

Add your staff to the application and invite them to join the system
so that they are plugged into your workflow with just a few mouse clicks.


Set up document management

Create the folder’s structure according to your requirements and associate it with your workflow
to make your work with documents quick and productive.


Import data

Clients and documents can be easily imported to TaxWorkFlow database in just a few clicks using a great variety of wizards.
Of course our support staff will be happy to do that for you, if you want to concentrate on something else.


Leverage your existing resources

Complete the implementation by adding TaxWorkFlow’s free services and
synchronizing the application with your existing familiar tools such as corporate email or calendar.



    Automated workflow for your business
    Free and unlimited
    technical support
    PDF printer to print
    documents in PDF format
    straight to your database
    Client portal available
    from your web-site
    Unlimited disk space for
    your documents and
    Calendar and Email inside
    the application
    Synchronize clients and invoices with
    Free Email hosting
    Free Web hosting