TaxFlow

To contact TaxFlow please send an email to hello@taxflowsolutions.com or give us a call at (214) 533 - 9170.

You can import multiple clients with a CSV file by following the steps below: Click the Clients tab on the left sidebar to get to your Client List....

You can add a client in 3 different ways: by importing a CSV file, on the Client List Page, or from the Add Return Form.  Import a CSV - How do I import...

You can add a Return by following the steps below: Click the Returns tab on the left sidebar to get to your Return List. Click the grey and whit...

Clients and Entities have an important relationship in TaxFlow. For one Client you can have many Entities, for example you could have a client with an indiv...

Select the slider button in the top right corner to Show Completed Returns, or Returns with the Done status. You’ll now want to filter the returns you ...