TaxFlow – Tax Practice Automation

Tracking tax compliance work product with spreadsheets and whiteboards is a thing of the past with TaxFlow from Templeton Solutions. No need to spend thousands of dollars on non-integrated specialty workflow products like XCM. TaxFlow uses the powerful workflow, routing and notification capabilities of the Microsoft Dynamics® CRM platform to give you absolute visibility and control of all of your CPA firm tax compliance jobs. Know where the tax form is in the processing queue, what step is active, how long it has been there with easy to use interactive dashboards. Track due dates, promise dates, extensions, and client communications from Microsoft Outlook© or a web browser. Eliminate staff under-reporting with built in activity timers built into the assignment screen. TaxFlow works seamlessly with CRM for Professionals™ and Practice Management for Professionals™. When used with Practice Management for Professionals™, the time captured on the assignment automatically flows into the billing timesheet for billing and invoicing.

  • Configurable, flexible processing and notification steps
  • Interactive graphical dashboards highlights bottlenecks and streamlines throughout
  • Pre-loaded federal and state tax form list
  • Manual or automatic time capture within the workflow for automated posting to Practice Management for Professionals™ or other practice management time and billing systems.


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