TaxWorkFlow Key Features

• Workflow Management:
  • Schedule firm-specific tasks and assign them to staff in the exact sequence you desire.
  • Define and organize all of the tasks your firm handles by individual staff roles, such as administrative worker, tax preparer, accountant, accounts.
  • Delegate routine task management and problem detection to TaxWorkFlow’s interactive system based on comprehensive and flexible workflow rules.
  • Reassign tasks as your workload and resources change over time; plus, you can mark your tasks with customizable labels to make it easier to track your progress.
  • Create recurrent tickets that are automatically generated by the system whenever necessary.
  • Track missing tax return information at the individual client level based on a single omission or on global template rules.
  • Ensure special tax return requirements are met for all applicable clients—automatically and on time.
  • Use powerful search options and native or custom filters to instantly access key information and to find any ticket, task, or client in seconds.
  • TaxWorkFlow’s powerful customization features and comprehensive dashboard allow you to work exactly the way you want while easily tracking and managing your firm’s entire workflow.
• Staff Management:
  • Add new staff users within your firm’s workflow via email invitations that include comprehensive instructions for getting up and running quickly.
  • Enhanced firm and client data security with individual user access control parameters based on the platform permissions you define.
  • Schedule default processors for certain events to maximize the efficiency and productivity of your staff.
  • Monitor your staff members’ time usage and productivity with progress reports and the ability to adjust priorities on the fly.
• Document Management:
  • The ability to organize all of your documents in the cloud by category, customer, and work completed and to quickly find documents later using diverse search criteria.
  • Use document versioning to see the latest changes and to efficiently locate previous versions of documents.
  • Save time archiving documents with TaxWorkFlow’s drag-and-drop functionality and automated pick-up/filing system—or allow your clients to securely upload their documentation to your document archive.
  • Import and export documents and burn them to DVDs right from TaxWorkFlow.
  • Share clients’ documents and emails with your team, ensuring that everybody remains in the loop.
  • Publish draft returns and other customized documents to clients automatically.
  • Print your local documents directly into your TaxWorkFlow database in PDF format.
  • Scan paper documents and automatically upload and assign the resulting electronic files to clients in the TaxWorkFlow database.
• Customer Relationship Management
  • TaxWorkFlow makes adding new clients quick and easy with just a few simple steps with a reconciliation option that eliminates duplicate client records.
  • Easily import your clients from QuickBooks or from Excel spreadsheet and export your client list to Excel, HTML, XML or TXT file.
  • Manage your clients’ information and every aspect of your communication with them, including: tax information, their preferences, email messages and notes, input documents, tasks, events, meetings, reminders, referrals, associates, project notes and deliverables.
  • Set up client lists and apply filters, sorting, search and create column labels to customize how client information is displayed.
  • Arrange client appointments and calls using TaxWorkFlow’s calendar.
• Email Management:
  • Perform bulk email and mail campaigns to notify your clients about events and deadlines.
  • Save time by sending TaxWorkFlow’s automated email reminders to clients when they need to take action in order to keep your firm moving forward on their tax return.
  • Add your own email templates to send professional communications to your clients with just a few clicks.
  • Send emails to clients and their associates to ensure everyone involved in the tax preparation process receives important updates and information.
  • Receive a daily, weekly, bi-weekly or monthly email digest with a summary of all tasks and tickets.
  • View your e-mails directly from TaxWorkFlow—no need to toggle between programs!
• Time and Billing Management:
  • Create billable tasks to improve budget planning.
  • Easily create and send invoices to your clients so you can get paid faster.
  • Prepare estimates and seamlessly convert them to invoices.
  • TaxWorkFlow’s QuickBooks® integration allows you to securely connect to your customers’ QuickBooks company file. Plus, you have access to QuickBooks accounting features and payment processing services, too.