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Implementation Overview
This page explains how the usual TaxWorkFlow implementation process looks like. Below you can see all the steps of this process. Usually it takes about one week to completely deploy and start using TaxWorkFlow. Our support team will be happy to guide you through this process step-by-step and will assist you during the time you use TaxWorkFlow without additional cost.
These actions are available for administrators only.
Familiarize yourself
Look at the application in action.
Define the features of the workflow application you need for your company and decide if TaxWorkFlow meets your expectations.
These actions are available for users, managers and administrators.
Customize your TaxWorkFlow account
TaxWorkFlow is very a feature-rich but at the same time a highly customizable application.
This makes sure you get the application that will meet your needs exactly.
This actions are available for managers and administrators.
Set up your company profile
Add all the information about your company and services you provide.
Set up the authentication policies to keep a chosen level of security working with the application.
Customize email templates
Save a huge amount of time using TaxWorkFlow’s email templates to communicate with staff and clients
Connect your staff
Add your staff to the application and invite them to join the system
so that they are plugged into your workflow with just a few mouse clicks.
Set up document management
Create the folder’s structure according to your requirements and associate it with your workflow
to make your work with documents quick and productive.
Automate your business
Capture all routine tasks and processes of your company inside the TaxWorkFlow
so it will manage your work efficiently – so you don’t have to.
Import data
Clients and documents can be easily imported to TaxWorkFlow database in just a few clicks using a great variety of wizards.
Of course our support staff will be happy to do that for you, if you want to concentrate on something else.
Leverage your existing resources
Complete the implementation by adding TaxWorkFlow’s free services and
synchronizing the application with your existing familiar tools such as corporate email or calendar.
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Add TaxWorkFlow client portal feature to automatically deliver documents to your clients
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Add network locations to synchronize your documents with TaxWorkFlow
(such as a network scanner) -
Migrate to TaxWorkFlow's free Web and Email hosting (optional)