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How it Works

Your firm can achieve increased productivity with TaxWorkFlow’s intuitive native Windows interface with the enhanced data storage capacity in the cloud. The TaxWorkFlow combines the processing speed and usability of a PC desktop platform with the benefits of collaboration, sharing, and productivity in the cloud.

 
Desktop
  •  
    QuickBooks App
  •  
    TaxWorkflow desktop
    or mobile app
     
  •  
    PDF printer
    driver
 
Server
  •  
    Document
    sync service
  •  
    Recurring workflow
    update service
  •  
    Email and calendar
    sync service
 
Hosting
  •  
    Clients web-site
  •  
    Client portal
  •  
    DATABASE
    (MySQL or MS SQL)
  • Email and calendar
Hosting Options
  •  
    Stored in-house on
    the client's servers
  •  
    Stored in the
    TaxWorkFlow cloud
    (recommended)
  •  
    TaxWorkFlow's
    real-time fail-over
    and backup servers
  •  
    Stored with
    another cloud vendor