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TaxWorkFlow, LLC was established by Jonathan Medows, CPA and a team of financial software engineers to provide affordable, comprehensive tax and accounting practice management solutions to accounting firms.

Jonathan Medows is a practicing CPA who sought a practical, easy professional firm management solution to increase the efficiency of his firm’s tax and accounting engagements. Finding no comprehensive software that could meet the needs of his firm from both an efficiency and economic perspective, he partnered with a team of software architects and developers to create a customized solution.

After 5 years of development and hands-on testing in a real CPA firm, TaxWorkFlow is now offering this commercial version of its TaxWorkFlow software. Currently, the software is available to tax and accounting firms for a low introductory price.

TaxWorkFlow is a unique management solution that helps you grow your business and take more customers without hiring more staff.

  • Reproduce success: organize all your business processes, such as preparing tax extensions, tax and non-tax returns, or any other task that meet professional practice, into task templates and define who, how, and when will execute them.
  • Ensure continuous workflow: your team responds to tasks that are assigned to them automatically as tax process advances according to your workflow rules.
  • Gain visibility and control: TaxWorkFlow changes your customer status automatically depending on what your team is doing now and what tasks have been completed to-date.
  • Reduce errors and omissions: manage manual and automatic exceptions for certain conditions to address specific issues as they arise in real time, and not after the return was filed.
  • Communicate with clients: share quickly and safely any document and control the exchange of emails, send automatic reminders, perform targeted email campaigns, and more.

TaxWorkFlow can be easily customized to each firm’s unique workflow for tax preparation and other process-driven client engagements with the help of our dedicated technical support team.

We invite you to become a part of our community and repeat the success of other companies just like yours!

 Contact us for a 14-day Free Trial!