Quarterly tax planning that doesn't wait for April
A ready-made planning workflow for CPA firms. Clients update their numbers in your portal, you build the projection, and every estimate gets a dated reminder.
- Steps
- 11 steps
- Typical length
- 1 to 2 weeks
- Who’s involved
- Client, Business owner, Preparer, 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
Update the numbers
2 steps - 2
Build the projection
3 steps - 3
Review the plan
3 steps - 4
Pay and follow up
3 steps
Planning stalls on last quarter's numbers
The projection takes an afternoon. Getting a current P&L, the payments already made and a decision takes the whole quarter.
Fresh numbers every cycle
The update form asks what changed, so the projection starts from this year, not last year's return.
Decisions on the record
Clients confirm which actions they'll take, so nobody wonders in December what was agreed.
A nudge before each due date
Every estimated payment becomes a client to-do with a reminder before it's due.
- Complete the planning update
- Upload current financials
- Answer planning questions
- Read the tax plan summary
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 planning cycle goes through, from the client's update to the projection, the review, the decisions and the estimated payments. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
