Workflows for what you build.

Gets the missing W-2s and 1099s uploaded before the filing deadline, and closes the loop when they land.

1. Documents neededSent when the recipient needs to supply a document to continue.
2. Due-date nudgeSent when a non-payment action window is approaching its close.
3. Documents receivedSent when the recipient's submitted documents have been received and logged.

Gets engagement letters and e-file authorizations signed so the firm can file.

1. Ready to signSent when a document is ready for the recipient's e-signature.
2. Still needs signingSent when a document is still unsigned after the initial request.
3. Signature receivedSent when all required signatures are in and the document is executed.

Warns clients before an estimated-payment date or extension cutoff closes, and tells them when the return moves.

1. Deadline approachingSent when a non-payment action window is approaching its close.
2. Return updateSent when an application, case, return, or project status changes.

Confirms tax-planning and year-end review meetings and recovers the misses.

1. Meeting confirmedSent when a booking is confirmed.
2. Meeting tomorrowSent the day before the appointment.
3. Meeting in an hourSent about an hour before the appointment.
4. Meeting movedSent when an appointment is rescheduled.
5. We missed youSent after a missed appointment.

Tells a client the firm replied in the secure portal, and proves phone ownership at signup and before sensitive changes.

1. New portal messageSent when a new message is waiting in a secure inbox or client portal.
2. Portal signup codeSent when a user verifies their phone at signup.
3. Step-up codeSent before a sensitive action — withdrawal, payment change, ownership transfer.