Workflow Automation
Build a workflow template once, then apply it to every return of that type — with dependencies, owners, and automation built in.
Every firm already has a process for handling an individual return or a business filing — it usually just lives in someone's head. TPP lets you turn that process into a reusable workflow template, so every team member delivers the same disciplined client experience, every time.
Workflow template
How it works
Define the steps your firm actually follows — for example, organizer, document request, preparation, review, signature, e-file.
Each step can depend on the last, and route to the right role — preparer, reviewer, or the client.
One click creates every task in the right order, assigned to the right people, with due dates already calculated.
As each step completes, the next one activates and the client is notified if it's their turn.
Key capabilities
A real tax-practice scenario
Imagine your firm is entering another filing season and wants every preparer to follow the same nine-step process for individual returns.
Build the workflow once as a template. Every new individual-return engagement gets the same steps, in the same order, with nothing left to memory — and any team member can see exactly where a given return sits in that process.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
You may also like
One reliable record for every client — contacts, entities, tax years, services, documents, tasks, and history, connected instead of scattered.
Learn more →Request, receive, organize, review, and retain client documents — without a single attachment lost in an inbox.
Learn more →See deadlines, workload, returns in progress, outstanding documents, and bottlenecks — before they become problems.
Learn more →Explore the connected workspace
30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.