Tax Workflow
Keep forms, assigned people, checklists, recorded stages and deadlines on the job. Your team prepares and e-files in its usual tax software.
Tax WorkflowFeatures
Find the workflow that fits the work in front of you.
Start with the question your team needs to answer. Each feature has its own role, and each page shows the work behind it.
The short answer
TAXFINAI has two workspaces. Tax Workflow connects return tracking, estimated payments, recurring obligations and team WIP. Close Review connects QuickBooks Online data, supporting schedules, professional review and an Excel workpaper. Choose a feature below to examine its inputs, workflow and handover before requesting a demo.
Two workspaces, two parts of the engagement.
Tax work needs a clear next action on every return. Close work needs balances tied to their supporting information. The two workspaces keep those responsibilities distinct while bringing both sides of the client into one platform.
Close Review
Organize QuickBooks balances into review cycles. Check support and commentary, approve the work and export the complete Excel workpaper.
Close ReviewMove the tax season forward.
Choose the detail page that matches the question you are trying to resolve. The season method explains the order of work; the estimated tax page explains the baseline-to-payment sequence.
US tax season management
Work from intake and missing items through extensions, signature and recorded e-file. Use an actionable next step at each handover.
US tax season managementEstimated tax tracking
Prepare a jurisdiction-specific baseline, obtain manager approval, create installments and follow the amounts remaining after recorded payments.
US estimated tax paymentsConnect this method to your workflow.Request a demo
Keep workload and recurring work in view.
Annual returns are one part of the workload. Regular obligations and the hours spent on jobs help explain where your team needs attention during the rest of the year.
Team, time and WIP
Review assignments, annual capacity, time records and job hours valued against budget. Understand what is behind a WIP difference.
Team, time tracking and WIPRecurring obligations
Set owners and track monthly and quarterly occurrences with their status. Keep the next piece of recurring work connected to the client.
Recurring tax obligationsExamine the connection and the controls.
A useful review begins with the right company and period. The connection page explains the reports brought into Close Review; the security page explains the treatment of AI requests and professional approval.
QuickBooks Online integration
Follow company authorization, the data used for review and the import alternatives. Make source and period part of your review checks.
QuickBooks Online integrationSecurity and trust
Read about US-only AI processing, no retention or training, access controls and the changes recorded in the audit log.
SecurityChoose a concrete starting point.
If your priority is the status meeting, start with Tax Workflow. If it is the monthly review binder, start with Close Review. If you are evaluating a change from spreadsheets, use the comparison to define the workflow you want to examine.
Bring a sample job, a typical close period or a recurring obligation to the discussion. We will demonstrate the relevant path on fictitious data and explore how it would fit the people in your firm.
Spreadsheet or structured workflow?
Compare organization, evidence and outputs before deciding what to move.
Why leave shared spreadsheets?Common questions
Do we need both workspaces to begin?
Start with the workspace that addresses your current need. Tax Workflow and Close Review have distinct roles, so the first demo can focus on either one or on their coordination.
Where can I find the detailed estimated tax workflow?
The estimated tax feature page explains baseline preparation, jurisdiction selection, manager approval and recorded payments. The guide and glossary provide the separate tax context.
Which page explains the QuickBooks connection?
The QuickBooks Online integration page explains authorization, the reports used in review and the file import alternatives. Close Review then explains how those data become supported and reviewed workpapers.
Let’s talk about your firm
A conversation about the way you work.
Tell us who you are, what interests you and what you want to organize. A few details are enough to start.
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