Your office.
Working together.

Read it. Label it. File it.

Jordan uploads a document. TAAX AI reads its contents, identifies the document type and period, and suggests a clear filename. File it to the customer’s folder using your office’s rules, with review when required.

TAAX AIYour office workflow assistant

Read Jordan’s upload and help label and file the document.

Here are the document details.

• Document type: Form W-2
• Tax year: 2025
• Customer: Jordan Parker

Suggested filename
W2_2025_Jordan-Parker.pdf

File to Jordan’s Tax documents folder using your office’s filing rules.

Review the labels, customer and destination

CUSTOMER DOCUMENT INTAKE

From upload to client folder.

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Jordan’s uploaded documentUpload received · Ready to read

Form W-22025Jordan Parker

LABELED DOCUMENTW2_2025_Jordan-Parker.pdf

Jordan ParkerTax documents

✓ Filed

Read → Label → File
Organized with the customer’s records.

Tools: TAAX AI and Document Manager.

Give the next step a clear owner.

Ask TAAX AI to review Jordan’s client context and help prepare the next task. Choose the responsible colleague, confirm the due date and pass along project notes so the next person can pick up the work.

TAAX AIYour office workflow assistant

Help me prepare Jordan’s next project task.

Keep the handoff clear.

• Review the client file and uploaded documents.
• Prepare a task with the customer context.
• Confirm the assignee and due date.

Review the details before continuing

CUSTOMER PROJECT

Review Jordan’s documents

Ready for assignment

Assigned preparerSelected by your office

Customer

Jordan Parker

Due date

Tomorrow

Handoff notes

Review the uploaded W-2, check intake progress and update the next step.

Tools: TAAX AI, client management and Task Manager.

Coordinate with your colleagues.

Keep handoffs and office updates in one team conversation. Staff can stay connected from the pro dashboard or pro mobile app.

Fewer internal email threads and phone calls.

Administrator

Jordan’s intake is ready, and the uploaded documents are in the client folder. I’ve assigned the project to the preparation team.

Preparer

I’ll review the file and ask Jordan for the missing income statement through customer chat. I’ll update the project notes when it arrives.

Reviewer

Please tag me when the documents are complete. I’ll review the file and leave any questions with the project so everyone has the same context.

Billing coordinator

I’ll check the saved time entries and prepare the draft invoice after the review. The team can confirm the services and amount before it is sent.

Tool: internal team chat.

Keep the customer in the conversation.

Keep document questions and next steps in customer chat. Your team can use the pro dashboard or pro mobile app; customers can reply from the client portal or customer mobile app.

Cut down on follow-up emails and phone calls.

Preparer

Hi Jordan, we’ve reviewed your intake. Please upload the missing income statement to your client folder before our appointment.

Jordan · Customer

I’ve uploaded the statement and the supporting document. Can you confirm that everything came through?

Preparer

Thank you, both files are in your folder. I’ve updated your project and let our reviewer know the documents are ready. We’ll message you here if anything else is needed.

Jordan · Customer

Great, thank you for the update. I’ll keep an eye on this conversation and see you at our scheduled appointment.

Tools: customer chat, the client portal and customer app.

See what’s missing. Prepare the follow-up.

Ask TAAX AI to review Jordan’s uploaded files, incomplete intake forms and pending signatures. Use that context to prepare a clear follow-up, then review the recipient and message before sending.

JORDAN’S CLIENT FILE

Know what needs attention.

✓

W-2 · 2025Uploaded document

Received

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Client intakeCustom form

Incomplete

✎

Engagement letterE-signature request

Awaiting signature

Documents, forms and signatures in one client context.

TAAX AIYour office workflow assistant

Draft a follow-up for Jordan’s open items.

Client message · Draft for review

Hi Jordan, thanks for uploading your W-2. Please finish your intake form and review the engagement letter before our appointment. Let us know if you need help.

Review the details before continuing

Tools: TAAX AI, Document Manager, custom forms and E-signatures.

Track the time. Prepare the invoice with AI.

Track time when needed, then stop and save the session. Ask TAAX AI to prepare a draft invoice using the customer, service, amount and due date you confirm. Review the hours, rate and invoice before sending. AI can also help review unpaid balances and draft payment follow-ups.

TAAX AIYour office workflow assistant

Prepare a $90 draft invoice for Jordan’s bookkeeping review, due Friday. The saved session was 45 minutes at $120/hour.

Billing details for review

• Customer: Jordan Parker
• Service: Bookkeeping review
• 45 minutes × $120/hour = $90
• Due date: Friday

Confirm the customer and billing details before continuing.

Draft invoice · review before sending

SAMPLE SAVED SESSION00:45:00

Stopped & saved

Jordan Parker · Bookkeeping review
45 minutes · $120/hour

NORTHSTARTax & Accounting

DRAFT INVOICE · #1042For review

Bookkeeping review
0.75 hours × $120.00$90.00

Total$90.00

Due Friday · Jordan Parker

Tools: TAAX AI, time tracking and Invoice & Billing. You can bill services without using the timer.