Accounting & Bookkeeping Firms
Accounting & Bookkeeping Firms
Keep client records, documents, engagement tasks, conversations, assignments, review queues, invoices, and reporting connected so the team can see what each client needs next.
Supported scope
What this workflow is designed to do.
Visible capabilities are separated from configuration requirements, preview surfaces, and roadmap work.
Engagement and task workflows
Conversation history
Assignments and review queues
Accounting and invoices
Reports and team administration
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.
Know
Keep the authorized client and entity context together.
Plan
Assign work, due dates, ownership, and review gates.
Execute
Move documents, conversations, tasks, and tax work forward.
Measure
Review status, billing, workload, and service history.
Straight answers
Know what you are buying—and what remains outside the claim.
Must we replace our current practice-management system?
No. Tax Automate can be the operating system or coordinate supported workflows around an external system of record.
Are all external systems connected?
No. Connection method, direction, and scope vary by provider and firm configuration.
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.