Intake
Create the work area, assign responsibility, and send the organizer.
Internal workflowHOW IT WORKS
One unified workflow. Six stages from start to success.
A shared lifecycle keeps the firm in control and gives clients a clear, appropriate view of every step.
What your firm seesCreate the work area, assign responsibility, and send the organizer.
Organizer
Books 360
Messaging
Review hierarchy
Client portal
The 6-stage tax lifecycle
Select a stage to compare the firm workflow and client experience.
Intake
Complete the organizer and confirm the work requested.
Client experienceHow everything works together
The selected stage now updates both role-shaped previews: internal firm control and the client-safe experience.
Organizer
Collect structured client information and source documents.
Client Portal
Give each client a clear place for requests and updates.
Books 360
Track recurring bookkeeping periods, exceptions, and review.
Tax Workflow
Move every return through a visible six-stage lifecycle.
Messaging & Meetings
Keep decisions and follow-ups attached to the work.
PRODUCT PREVIEW · INTERNAL WORKFLOWSYNTHETIC SAMPLE DATA
ProTaxSRINTERNAL WORKFLOW
Firm viewReturn pipeline
12Intake16Preparing9Waiting on info7Senior review5CPA review22Filing & complete
Intake queueInternal owner view
Stage instruction1 of 6
Assign owner and send organizer
Owner, due date, and review state are visible.
PRODUCT PREVIEW · CLIENT EXPERIENCESYNTHETIC SAMPLE DATA
ProTaxACCLIENT EXPERIENCE
Client viewYour 2026 tax return
1Intake2Preparing3Waiting on info4Senior review5CPA review6Filing & complete
IntakeWHAT HAPPENS NOW
Complete organizer and authorize work
Your portal shows only the status and action relevant to you. Internal review notes remain private.
Latest updateIntake
Your team will notify you when the next action is ready.
Sensitive files stay in the secure portal.
Built for better outcomes.
Complete visibility
See stage, owner, due date, and open requests.
Fewer follow-ups
Status and requests are visible without chasing email.
Cleaner handoffs
Preparation, senior review, and CPA review stay distinct.
Faster completion
The next responsible person and action are clear.