Step 2
TPP's roles, workflow templates, document categories, and branding are configuration — set once, by your firm, to match how you already deliver work.
Configuration is where TPP starts to look like your firm rather than a generic template: firm information, staff roles and permissions, the tax years and client fields you track, reusable workflow templates, document categories, notification and communication preferences, client portal branding, and any integrations you connect.
Every setting below reflects something TPP actually supports today — see the status label if something is still in development.
Interactive
Firm setup
Interactive
Workflow template
Interactive
Archer & Ellis Tax Advisors
Client Portal
This is a preview of the real branding architecture — switching plans in your actual TPP account controls exactly this, live.
The full client experience — try it below
Archer & Ellis Tax Advisors
Tax Advisors
Good morning
Hi, Sofia 👋
Your 2025 tax return is moving along.
What this covers
The other implementation steps
Step 1
Before anything moves, TPP starts by understanding your practice exactly as it runs right now — not how a generic firm runs.
Learn more →Step 3
Once TPP is configured, enabling it is about people: your staff learning the system, and your clients getting invited into their own portal.
Learn more →Step 4
Implementation doesn't end at launch. Once TPP is running your engagements, the same data that runs your practice shows you where it's slowing down.
Learn more →30-day free trial. Explore the TPP platform during your trial, subject to the applicable trial terms.