Choose
Identify the workflow and system of record.
Keep the systems that work
Choose the workflow by its actual connection method.
Coordinate approved tax software, cloud files, email, practice systems, and front-desk connections without representing every directory entry as a full or bidirectional integration.
One connected path through the work.
- 01
- 02
Confirm
Verify current connection method, direction, and scope.
- 03
Authorize
Grant only the approved provider access.
- 04
Monitor
Track activation and keep exceptions visible.
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.
Tax-engine lanes
Keep tax-engine lanes visible and connected to the next action.
Cloud-file providers
Keep cloud-file providers visible and connected to the next action.
Email connection
Keep email connection visible and connected to the next action.
Practice-system connectors
Keep practice-system connectors visible and connected to the next action.
Per-firm activation state
Keep per-firm activation state visible and connected to the next action.
Provider-specific boundaries
Keep provider-specific boundaries visible and connected to the next action.
03
One client record. One accountable workflow.
The integration directory and multiple production connector lanes are available; every provider retains its own status and boundary.
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
Integrations: practical questions.
Does a listed provider mean a full integration is live?+
No. The provider page and firm configuration define the actual lane and current availability.
Can firms keep existing systems?+
Yes, where the required workflow is supported by a current connector or an explicit manual handoff.