The 8-phase client journey, installed for you.
Every client walks the same path — so your team and your clients always know where things stand. We provision, brand, and configure it; you onboard.
Identify taxpayer type
The journey opens by identifying who the client is — W-2, 1099 self-employed, single-member LLC, or an amendment — so everything downstream is tailored from the first screen.
- Routes each client to the right path
- Branded under your firm
Intake form
Adaptive intake branches by taxpayer type, so clients only answer the questions that apply to their filing. You receive a complete, qualified submission — no back-and-forth.
- Questions branch by client type
- Clean, structured submissions
Agreement
The client reviews and accepts the engagement inside the portal. Terms are clear, recorded, and tied to their file — no separate paperwork to chase.
- Engagement reviewed in-portal
- Recorded and tied to the file
Payment
The client pays inside the workspace before prep begins. Funded, agreed, and ready — your preparers start work knowing the engagement is secured.
- Payment collected in-portal
- Work starts on a funded file
Prep + review
The preparer reviews documents and prepares the return. The client sees a clear, branded status and is notified the moment it's ready for final review and e-signature.
- Live phase status for the client
- No "any update?" emails
E-sign
Form 8879 e-signature handled inside the workspace with a timestamped audit trail. No mailing signatures back and forth, no scan-and-upload steps.
- Form 8879 e-sign in-portal
- Timestamped audit trail
File
The return is filed with the IRS. The client's status updates automatically — they see it's filed without having to call and ask.
- Filed status shown to the client
- One source of truth per file
Deliver + close
The completed return is delivered and the engagement closes out cleanly. The client has their documents, you have the record, and the file is ready for next season.
- Final return delivered
- Engagement closed and recorded
Stop rebuilding your workflow every season.
Book a 30-minute discovery call. We confirm fit, walk the client journey, and map your ~30-day buildout.
Book your discovery call →