Orient
Show the client the current stage and next action.
Service beyond the organizer
Show each client what happened, what is next, and where to get help.
Unify organizer progress, document follow-up, appointments, messages, and return status in a guided client experience designed around one next action.
One connected path through the work.
- 01
- 02
Collect
Accept supported documents and organizer follow-up.
- 03
Communicate
Keep approved messages, appointments, and help together.
- 04
Continue
Move from seasonal work into follow-up and service.
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.
One-next-action home
Keep one-next-action home visible and connected to the next action.
Organizer progress
Keep organizer progress visible and connected to the next action.
Document upload and status
Tie requests, files, messages, and open items directly to the work they support.
Appointments
Keep appointments visible and connected to the next action.
Messages and assistance
Keep messages and assistance visible and connected to the next action.
Return-progress view
Keep return-progress view visible and connected to the next action.
03
One client record. One accountable workflow.
The guided client app, messages, documents, appointments, return progress, and evidence-grounded assistant are implemented as a preview experience.
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 Concierge: practical questions.
Is this a native mobile app in public app stores?+
No store-ready general release is claimed. The current guided client experience is a preview.
Can the assistant answer questions about the client's return?+
It can use permitted context to support the client experience, but professional advice and material conclusions require human review.