Tax Consultancy Application
This example covers an annual tax filing workflow for a tax consultancy firm.
Application template setup
| Setting | Value |
|---|---|
| Name | Annual Tax Filing |
| Type | TAX |
| Active | true |
Workflow overview
- Intake — client submits tax documents
- Document Review — advisor verifies completeness
- Preparation — tax return is prepared
- Client Approval — client reviews and approves the return
- Submission — tax return submitted to authority
- Completed — process complete
See Workflow Setup for status and transition configuration.