Separate the engagement
Create a project for each client, filing type and period. Enter the appropriate deadline based on your own verified requirements.
Keep deadline work in order.
Organize preparation and review without losing client context.
Explore the workspace ↗Track readiness
Use Planned for work not yet started and Waiting on client for missing inputs. Notes can record the outstanding information.
Stay within the scope
AlignFirm’s demo tracks workflow only. It does not calculate taxes, determine statutory deadlines, file returns or provide tax advice.