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TaxWorkFlow Key Features

The software 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 the TaxWorkFlow.

  • 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.