Key benefits
Each service carries its own steps, owners and document requirements.
Steps run in sequence, so review is not skipped when work is rushed.
Anyone can see which step an engagement is on and who holds it.
Sign-off is recorded as a step rather than remembered from a call.
New team members follow the steps instead of asking what comes next.
The firm's method becomes the default path.
Most engagements follow the same shape, and writing it down once removes a surprising amount of daily coordination: New Client → KYC → Documents Requested → Documents Received → Review → Client Approval → Completed.
Selecting a service for a client instantiates its workflow with the right steps and the right document requirements. Two different services on the same client run as two workflows, each with its own progress.
A step can be completed, sent for review, returned for rework or set to wait for the client. Each action is recorded with who performed it and when, so the engagement carries its own history.
TaxOS is practice-management software: it tracks and reminds, and does not file returns with any government portal. Workflow steps track the practice's internal process and client interaction around the work.
How it works
Use cases
The same KYC and setup steps for every new client, regardless of who onboards them.
Monthly or quarterly engagements that repeat with the same checkpoints.
Work where a partner must sign off before the client sees anything.
Engagements that pause waiting for the client, tracked explicitly rather than forgotten.
FAQ
Yes, TaxOS ships with workflow templates covering common engagement types, and firms can pick the one that matches the service.
Steps can be completed, returned or supplemented with ad-hoc tasks when a client needs something outside the template.
Yes — document requests and approval steps appear in the client's portal as action-required items.
Related
