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.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Prior-year baseline analysis
Expected-document signals
Secure document upload
Missing-item follow-up
CPA-review handoff
The workflow
Four clear handoffs. Human control where it matters.
The exact action changes by product status and firm configuration, but the ownership boundary stays explicit.
Invite
Bring the client into the approved experience.
Establish
Use prior-year evidence to build a baseline of likely needs.
Collect
Request and analyze current documents and answers.
Handoff
Move evidence and open questions into professional review.
Straight answers
Know what you are buying—and what remains outside the claim.
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.
Connected lifecycle
Continue through the practice workflow.
Map this workflow to the systems your firm actually uses.
We will separate current capability, connector requirements, preview work, and roadmap needs before recommending a rollout.
Request a workflow review →Status reflects the verified repository scope for this release. Provider configuration and firm permissions can further limit availability.