WRKFLOW TEMPLATE Tax Preparation & Management Taxes are one of two certainties in life, but tax management is a tedious process that requires reporting from every department that spends or makes money. Wrk can help automate your internal financial reporting so your finance team is ready for year-end. Trigger Start Wrkflow when new spreadsheet is added from Microsoft Excel Review Classify every document from client folders Label Flag all clients with missing receipts Generate Generate list of clients with missing tax receipts Send Send email to clients inquiring about tax receipts 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%.