Autogenerate tax workflow using system intelligence built on a ‘Modern technology backbone’
Automated tax-workflow with built-in review process
Intelligently detect client action to autogenerate tasks
Tasks segregate and grouped as per tax-filing year and status
Track overdue / pending tasks alongwith overall Engagement status
Track and manage individual / business tax filing
How to use?
Once a client or a tax office staff uploads documents to prepare tax for a given financial year
The system detects a new file for a client or business intelligently and creates an unassigned task in the workflow
When a CPA or Admin or managers of a tax office login, they would see these unassigned worflow bucket
The task - individual or for a business, could be assigned to a team member
Once assigned, it is available in the team members workflow queue
The tax workflow automatically moves between various stakeholders based on the action performed
The various statuses for a tax workflow item are: Unassigned, Assigned, In Progress, Mgr Review, Admin Review, Client Review, Info Pending, Efile Auth, Efiled, Closed
This feature helps a tax office efficiently manage and track all the tax filing related workflow, especially during the "super busy" tax season
Built-in review mechanism to prevent omissions
Track file processing
Employee, Manager and CPA review
How to use?
The tax workflow tasks flows from the head of the tax office to managers and to employee and back
Each stakeholder needs to ensure that they have done their due diligence on the documents received from the client
Each stakeholder has option to record their observations using the checkbox of the client's documents
This helps the reviewer to clearly see the documents that were considered for tax preparation
This also helps in easily identifying if any additional information is required from the client
