J. Robins
How We Help
We design and implement workflow systems that simplify how tax firms collect documents, communicate with clients, and manage filings.
1
Client Intake & Document Workflow Automation
Replace email-based document chasing with a secure, structured intake process.
Includes:
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Client upload portals
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Automated status tracking
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Internal visibility for staff
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Secure document storage
2
Payment-Enabled Client Portals
Tie deposits or payments directly to client submissions.
Includes:
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Integrated payment collection
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Reduced billing follow-ups
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Clear confirmation for clients
3
Post-Filing Lifecycle & Retention Systems
Post-Filing Lifecycle & Retention Systems.
Includes:
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Filing completion status
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Controlled access to prior returns
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Automated notifications
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Retention policies aligned with compliance needs
Contact Us
Interested in learning more about how structured intake and workflow automation can help your firm? Reach out to discuss your workflow and see if this is a good fit.