The user regrets building a custom tax workflow in a generic project management tool (Karbon) because it was a mistake and will take months to undo.

Karbon's client request portal is not purpose-built for tax season workflows, leading to a non-optimal setup that is difficult to reconfigure.

Severity

4High

Willingness to Pay

implied

Added

Jun 7, 2026

Workarounds Described

built out a client request portal in Karbon for tax season

Implied Software Gaps

A purpose-built tax workflow tool with pre-configured tax season templates and client request portal that can be set up quickly and changed easily

App Concept

TaxFlow Studio

TaxFlow Studio is a purpose-built tax workflow automation platform for accounting firms. It provides pre-built tax season templates, smart request portals, and easy configuration, eliminating the need to hack generic tools. Firms can deploy a tax-ready client portal in minutes, not weeks.

Key Features

Pre-built tax season workflows and checklists
Client request portal with automated reminders
Drag-and-drop workflow builder for tax processes
Integration with Karbon, TaxCalc, and other tax software

Target Users: Tax firm owners and tax managers in accounting firms of 2-50 employees

Revenue Model: $99/mo per firm for up to 5 users, with $29/mo per additional user

Existing Solutions Mentioned

Karbon

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