Trigger

Start Wrkflow when new spreadsheet is added from Microsoft Excel

Wrk

Review

Classify every document from client folders

Wrk

Label

Flag all clients with missing receipts

Wrk

Generate

Generate list of clients with missing tax receipts

Wrk

Send

Send email to clients inquiring about tax receipts

Wrk

How this Wrkflow will help you

Reduce Errors

When it comes to preparing your organization's documentation, a single error can equate to a loss in returns, or worse a serious penalty. Reduce human errors with state-of-the-art automation.

Reduce the Burden of Tax Season

Chances are your finance team is busy year round, so don't let Tax Season push them over the edge. Give them the support they need by automating labour-intensive processes that surge once a year.

Maximize Your Return

Our Tax Preparation Wrkflow is based on current policies and best practices, so you benefit from the latest rates, rules, and codes, ensuring you set yourself up for the largest return.

Did you know?

Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.