Simplify the Tax Preparation Workflow From Intake to Completion.
DesktopCPA organizes the operational journey of a typical tax client. The tax professional remains responsible for preparing, reviewing, and filing returns using their professional tax software.
Ten Connected Stages, One Organized Process.
First Contact & Lead Capture
A prospective client reaches out through your branded portal, and their information is captured as a new lead.
Client Intake Collection
The client completes structured online intake forms, giving your office consistent information up front.
Document Requests & Uploads
Your staff requests the needed tax documents; the client uploads them securely through the portal.
Staff Document Review
Your team reviews submissions and requests any missing or additional information.
Estimate & Client Communication
Estimate information is gathered and shared, with organized follow-up communication.
Agreement Review & Signing
Engagement agreements are presented for the client to review and sign digitally.
Preparation Status Coordination
The client's return moves through clear status stages as your office coordinates preparation.
Filing Readiness & Professional Preparation
Once organized, the tax professional prepares and files the return using their professional tax software.
Client Progress Updates
Clients receive automated status updates so they always know where things stand.
Completion & Follow-Up
The engagement wraps up with organized records and follow-up for the next season.
Workflow Management, Not Tax Preparation
DesktopCPA manages the process around tax preparation—intake, documents, agreements, status, and communication. It does not calculate, prepare, or e-file returns. Your professional tax software handles that. DesktopCPA keeps everything organized so preparation is faster and less stressful.
See the Workflow in Action
Book a demo and we'll walk you through the full client journey from first inquiry to completion.