Public accounting firm's outdated paper-based workflow causes inefficiency and frustration for junior staff managing client documents and tracking items manually.

Workarounds Described

• prints all work papers and builds physical tax folders on paper
• reprints every time an edit is made to a document
• manually tracks 40 clients for document submissions using unknown method
• chases clients for missing documents via phone/email
• seniors review returns on paper

Implied Software Gaps

• Digital tax folder that updates automatically when documents are edited
• Client portal for document submission with automated reminders and open item tracking
• Paperless review workflow with digital markup capabilities for seniors

TaxFlow Digital Workspace

A cloud-based practice management platform that digitizes the entire tax workflow—from client document request and open item tracking to paperless review and assembly. Eliminates printing and manual follow-up, integrates with CCH ProSystem fx Tax, and provides real-time visibility into client status.

Existing Solutions Mentioned