TaxWorkFlow

TaxWorkFlow is a tax practice management software designed to streamline and automate tax workflows for accounting firms and tax professionals. According to the vendor, this software is specifically tailored for small to medium-sized accounting firms and tax practices, and it is widely used by certified public accountants (CPAs), tax professionals, accounting firms, bookkeeping services, and financial consultants to enhance operational efficiency and deliver improved client service.

Key Features

Workflow Management: According to the vendor, TaxWorkFlow allows users to schedule and assign tasks at the universal or individual client level. It also provides the ability to customize workflow rules to automate business processes beyond tax and accounting. Users can reassign tasks and track progress using comprehensive workflow management tools.

Staff Management: TaxWorkFlow enables users to assign individual user passwords and logins to control access to information. Users can monitor workflow progress and task completion, and customize user access control parameters based on staff roles and responsibilities.

Document Management and Storage: The vendor states that TaxWorkFlow provides a cloud database to store and categorize documents. Users can utilize document versioning to track changes and locate previous versions. The software also offers drag and drop functionality for easy archiving and sharing of documents.

Customer Relationship Management (CRM): TaxWorkFlow provides a consolidated view of client profiles, tax data, documents, referrals, and account activity. According to the vendor, it also offers a client web portal for online appointment scheduling and document exchange. Users can effectively track and manage client communication and interactions.

Time and Billing Management: With TaxWorkFlow, users can create billable tasks and track work time. The software allows users to generate and send invoices to clients. It seamlessly integrates with QuickBooks for synchronization of estimates, invoices, and payments.

Client Portal Services: According to the vendor, TaxWorkFlow offers clients the convenience of online appointment scheduling and document exchange. Users can securely deliver documents to clients electronically, and clients can directly upload documents into the centralized storage database.

Email Management and Hosting: TaxWorkFlow enables users to track all electronic communications internally and with clients. It provides a hosted email interface for email and mail campaigns. The software also offers an integrated email system with customizable templates and automated notifications.

Integration with Key Accounting Software: TaxWorkFlow seamlessly integrates with QuickBooks for synchronization of client data and accounting features.