Staff Plan Upgrade | TaxFlow

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
• PlanUpgradeRequest