TaxFlow
TaxFlow revolutionizes tax workflow management by streamlining processes for accounting firms. It eliminates the chaos of scattered spreadsheets, centralizing all tasks and returns in one intuitive platform. Users can customize views and statuses, assign tasks, and effortlessly track progress, fostering seamless collaboration across teams while enhancing overall productivity.
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Top TaxFlow Features
- Customizable workflow management
- Centralized client information
- Multiple entities per client
- Status tracking at a glance
- Import clients from CSV
- Tailored checklist templates
- Seamless team collaboration
- Clear task assignment features
- Scalable for growing firms
- User-friendly interface
- Cloud-based accessibility
- Priority email support
- Unlimited returns and clients
- Transparent pricing structure
- Tutorial library for onboarding
- Efficient progress tracking
- Integration with existing CRMs
- Simplified task management
- Simplified project tracking
- Optimized for tax season.
