Do you want to learn how to automate your tax return requests, easily keep track of the status of tax return jobs, and complete the majority of them before December?

With this brand-new workflow template, you'll get access to:

  • A flexible tax return workflow template built in Pixie to help you keep track of the tax return stages
  • Done for you email templates and a digital tax return checklist you can send to your clients to collaborate with them throughout
  • Training on how to automate your tax return requests (and reminders) so that clients submit information all year round

What's inside?

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Email templates

Done for you email templates that are ready to send to your clients at different stages of the workflow.

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Digital tax return checklist

A digital tax return checklist that can be assigned to your clients with automated-reminders turned on.

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12 flexible workflow stages

12 flexible workflow stages that can be tweaked and adapted to suit your needs to help you keep track.