The 1040 workflow that does the chasing for you
A ready-made tax return workflow for CPA firms. Clients sign, upload and approve in your portal. Your team prepares, reviews and files.
- Steps
- 12 steps
- Typical length
- 2 to 4 weeks
- Who’s involved
- Client, Preparer, Reviewer, CPA or partner
- Works with
Google Drive
SharePointGoogle Calendar
Calendly
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Kick off
2 steps - 2
Collect documents
1 step - 3
Prepare and review
3 steps - 4
Client approval
3 steps - 5
File and deliver
3 steps
Tax season breaks on the back-and-forth
The return takes a few hours. Getting the W-2s, the signed 8879 and a straight answer takes weeks.
A checklist built from their answers
The organizer decides which documents each client owes you, so nobody gets a generic list.
Reminders you don't have to send
Clients get nudged until their checklist is done. Your team stops writing follow-ups.
Clients always see what's next
Every step sits in their portal, so "any update?" stops landing in your inbox.
- Sign the engagement letter
- Complete the tax organizer
- Upload tax documents
- Answer open questions
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every individual return goes through, from engagement letter to e-file, run the same way for every client. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
