Approve
Complete professional review before commercial closeout.
Close the engagement cleanly
Review, invoice, collect, sign, and deliver through explicit gates.
Give the firm a visible path from approved work to invoice, payment, signature, and secure delivery without implying that every gate is live today.
One connected path through the work.
- 01
- 02
Invoice
Create and track the implemented invoice workflow.
- 03
Collect
Use configured Stripe payment flows where enabled.
- 04
Deliver
Scope signature and secure delivery gates for the firm's workflow.
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.
Invoice creation and tracking
Keep commercial status connected to the service, delivery, and client history.
Stripe payment collection
Keep commercial status connected to the service, delivery, and client history.
Payment webhook reconciliation
Keep commercial status connected to the service, delivery, and client history.
Billing reports
Keep commercial status connected to the service, delivery, and client history.
Signature workflow design
Define the stages, owners, due dates, and next actions that keep work moving.
Controlled delivery design
Keep controlled delivery design visible and connected to the next action.
03
One client record. One accountable workflow.
Invoices and Stripe payment flows are implemented; unified e-signature and gated return delivery remain preview/roadmap work.
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
Delivery, E-signature, Invoicing & Payments: practical questions.
Are invoicing and payment surfaces implemented?+
Yes. Invoice routes, accounting views, Stripe checkout, and webhook handling are present.
Is unified e-signature and return delivery generally available?+
No. Those parts remain preview/roadmap capabilities and require separate validation.