TaxWorkFlow has a comprehensive document management system that stores all documents and emails relevant to each client in one place. This data is then routed via the platform’s tickets and tasks, which eliminates the risk of losing documents or emails—making it easy to find the documentation that you need.

TaxWorkFlow’s built-in exceptions help you to avoid omissions during the tax return preparation process for every client. You simply set up exceptions for the client and TaxWorkFlow will immediately stop tax return preparation if the condition of exception is met and notify you about it. For example, if you have a task to be done but your client didn’t send you the required bank information, you can raise an exception that the task cannot be completed until this information is received from the client. 

You can also create typical exceptions for special kinds of tasks or tickets, called interrupts, which are add-ins that can be raised automatically, for a specific client or type of return. You can think of interrupts as notes you want to be made aware of when working on the client. Interrupts can be can be set for a specific year (for example, preparing tax returns for a year X) or they can be permanent, triggered every time you work on a particular client or task.

TaxWorkFlow’s interrupts help you to:

• Guarantee that the ticket will not be accidentally upgraded or processed with incomplete data—saving your reputation and your future business.
• Quickly identify issues preventing your staff from working on their customer returns and resolve them using TaxWorkFlow’s detailed ticket progress reports.
• Send template-driven instructions to customers notifying them of what they need to do to keep their return progressing.
• Follow up with reminders after defined time periods if a client fails to act in a reasonable time frame.

TaxWorkFlow also archives all information about changes that were done in the system. Should an error occur, you can use the audit trail to see who changed what and when they changed it. This ensures that you can always find a specific error and prevent it from occurring again in the future.