Tax Workflow Automation

Advisors Intelligence includes a fully automated workflow designed to streamline the tax preparation process from document collection to return delivery. The system automatically sends scheduled email reminders to clients with secure links to upload their tax documents. Once the client uploads their documents, the reminder sequence stops and a task is generated to notify the appropriate team member that the documents have been received.

Uploaded files are automatically organized and stored in the client’s WorkDrive folder using a standardized structure based on the tax year and return type (such as Individual, Trust, or Partnership). This ensures that all tax documentation is consistently filed without manual intervention.

After the tax return has been prepared, the completed return can be uploaded to the client’s Tax Returns folder. Advisors Intelligence will then automatically send the client an encrypted email containing secure links to download the return and approve or reject it.

This automation:

Simplifies tax document collection from clients

Eliminates repeated manual reminder emails

Securely delivers completed returns for client review and approval

If your firm prepares tax returns, our Tax Preparation Blueprint automatically keeps the process moving forward in a structured and efficient manner. While our system does not process tax returns, it systematically tracks and manages every stage of the return preparation workflow.

The Blueprint guides each return through clearly defined stages — from document receipt and review, to follow-ups for missing information, draft delivery, client approval, filing and billing.

Each transition in the process will trigger automated tasks, reminders, and status updates, ensuring accountability at every step.

Once the return has been approved and filed, Advisors Intel automatically generates an invoice in Zoho books and prepares it for delivery to the client.

When a client uploads tax documents, Advisors Intel automatically initiates a delayed notification to the tax associate. The system waits 4 hours before generating a task, preventing multiple notifications if the client uploads documents in batches throughout the day.

The Client Portal contains an automated process that will notify the tax preparer when a client approves/rejects tax returns.

If it is a 1040/individual return, then the system will automatically update the 1040 Tax blueprint based upon their decision and keep the tax preparation process moving forward.