Auto-generate tasks

Built-in review process

Tasks segregated by tax-filing year and status

Track overdue / pending tasks

Track and manage individual / business tax filing

Projects to manage ad-hoc work

Manage recurring projects / tasks

Meet client commitments on time

Track percent completion of projects

Project specific document portal

Holistic practice view to manage efficiently

Business services tracking

Client acquisition / retention analytics

Accounts Receivables Summary

Single-point of entry to client details

Personalized notes per stakeholder

Manage business services

Automated alert and reminders

Upload multiple files and file types

Segregate individual and business files

Filter and view documents by tax year

Self-Review checkboxes for all stakeholders

Client messaging to eliminate e-mail clutter

Client specific team communication

Bulk messaging

Mail merge

Interactive dashboard to work efficiently

Reduce 'noise' and bring focus

Drill-down to get to specifics

Effortlessly access data and download reports

Manage team members

Create hierarchy for effective team management

Configurable Role-based access

Additional Business services provided

Configurable frequency to manage services

Automated recurring projects to meet deadlines

Automated Taxflow for businesses

CPA's Home Page

Contact-us form for lead management

Personalized logo and branding

Social media page linking

Proactive lead tracking

One-click conversion

Manage communication preferences

Request for customer reviews

Customize links for reviews

Calendar

eSignatures

Payment Gateway