TaxFlow

Streamline your U.S. tax season with automated workflows, client management, and compliance safeguards.

Data types

  • Client
  • Organizer
  • Communication
  • FollowUp
  • SeasonSettings
  • EmailTemplate
  • Document
  • Message
  • Person
  • ClientStructure
  • FinancialAccount
  • Asset
  • FilingProfile
  • Task
  • CommunicationLog
  • SeasonPacket
  • TaxOrganizerSubmission
  • OnboardingTemplate
  • OnboardingProgress
  • Job
  • ActivityEvent
  • PFICHolding
  • EntityHolding
  • GuidanceTopic
  • ClientIncomeType
  • DocumentRequest
  • Conversation
  • ConversationMessage
  • FolderLink
  • DocumentRequirementRule
  • AutomationRule
  • StaffNotification
  • ScheduledCommunication
  • Program
  • ProgramTrack
  • Participant
  • Guardian
  • Mentor
  • EligibilityRule
  • Enrollment
  • CurriculumModule
  • CreativeAddOn
  • FeePlan
  • ExitPolicy
  • PartnerEntity
  • Permission
  • EngagementLetter
  • Invitation
  • ProspectiveContact
  • EngagementServiceLevel
  • Engagement
  • FxRate
  • ForeignAccount
  • ForeignAccountYear
  • ForeignAccountBalancePoint
  • Mortgage
  • MortgageDrawdown
  • MortgagePrincipalPayment
  • MortgageYearSummary
  • RentalProperty
  • RentalYear
  • RentalIncomeLine
  • RentalExpenseLine
  • Workpaper
  • WorkpaperLine
  • WorkpaperCalculationTrace
  • OverrideLog
  • AxcessMapping
  • StateRiskConfig
  • DocumentChecklistItem
  • ClientMeeting
  • TaxPlanningContent
  • ClientPortalActivity
  • TaxPlanningTopic
  • StaffAssignmentConfig
  • EngagementSectionTemplate
  • EngagementTemplateVersion
  • ServiceCatalog
  • RateCard
  • EngagementServiceSelection
  • ClientGroup
  • Config
  • EngagementType
  • MailAudit
  • ChatMessage
  • ArchivedClient
  • LoginAttempt
  • EmailConfig
  • LibraryResource
  • UserLibraryPurchase
  • Provider
  • ProviderSpace
  • ClientOwnershipHistory
  • MarketplaceListing
  • ContentTransaction
  • TransactionAttribution
  • ContentEntitlement
  • PayoutPeriod
  • ProviderPayout
  • PayoutLineItem
  • PlatformPlan
  • UserSubscription
  • CreatorProfile
  • CreatorSubscription
  • RevenueLedger
  • PayoutRequest
  • AdvisorInvite