TaxTank simplifies the tax return process for both clients and accountants, enabling a streamlined workflow that keeps everyone informed.
Client Request for Review
Clients can select Request Review from their dashboard, notifying your firm that they’re ready for their tax return prep.
From the Review Tab in the Accountant's Platform, you can update the status of each tax return as it moves through your firm’s workflow.
Each time the Status is updated, your client will see the new status reflected on their dashboard, keeping them in the loop in real time.
You’ll also see a high-level overview of your firm’s work in progress (WIP), helping you stay on top of every return in your pipeline.
Firm Managers can also monitor how accountants are managing their WIP directly from the dashboard, ensuring nothing falls through the cracks.
