Invite
Bring the client into the approved experience.
One next action for every client
Move every client from engagement to a preparation-ready handoff.
Use prior-year evidence and current uploads to organize likely requirements, explain follow-up, and keep the client moving toward preparation.
One connected path through the work.
- 01
- 02
Establish
Use prior-year evidence to build a baseline of likely needs.
- 03
Collect
Request and analyze current documents and answers.
- 04
Handoff
Move evidence and open questions into professional review.
Know what is happening now—and what needs to happen next.
When work is disconnected
Client requests are separated from the work.
Owners and deadlines require manual follow-up.
Review status is difficult to see.
Connected in TaxAutomate
Requests and documents stay with the client.
Owners, due dates, and next actions stay visible.
Review and delivery remain part of the workflow.
02
Everything around the work stays connected.
Guided organizer state
Keep guided organizer state visible and connected to the next action.
Prior-year baseline analysis
Keep prior-year baseline analysis visible and connected to the next action.
Expected-document signals
Tie requests, files, messages, and open items directly to the work they support.
Secure document upload
Tie requests, files, messages, and open items directly to the work they support.
Missing-item follow-up
Keep missing-item follow-up visible and connected to the next action.
Professional-review handoff
Make ownership, review readiness, corrections, and approvals clear to the team.
03
One client record. One accountable workflow.
The guided client experience, document analysis, organizer state, and professional-review handoff are implemented as a preview workflow.
Client context stays connected.
Team ownership stays visible.
Professional review stays in the workflow.
04
Start with one workflow. Build from what works.
- 1
Map
Choose one representative engagement and its handoffs.
- 2
Configure
Set the owners, stages, deadlines, and review steps.
- 3
Validate
Walk the workflow with the people who do the work.
- 4
Launch
Bring the proven workflow to the rest of the practice.
05
Client Journey Automation: practical questions.
Does the organizer decide what the client must provide?+
No. It surfaces evidence-based expectations for confirmation and keeps exceptions visible.
Is the full engagement-to-payment onboarding flow available?+
Not as one generally available workflow. The guided organizer is a preview while signature and unified commercial gates remain in development.