reading time: 14 minute(s)
As a tax professional, your day is rarely predictable. One moment you’re collecting W‑9s from clients, the next you’re reviewing filings, coordinating with your team, or responding to last‑minute questions—while deadlines keep getting closer. Alongside compliance, you’re also expected to deliver a smooth client experience and find ways to grow your practice.
If your workflows are spread across emails, spreadsheets, and multiple tools, staying efficient becomes a challenge. And when efficiency suffers, revenue opportunities often go unnoticed.
This is where TaxBandits helps you bring everything together.
It helps you streamline operations, enhance client relationships, and unlock new revenue opportunities—all while managing high-volume filings with ease.
Tax pro workflows: Flexibility for every approach
In most tax practices, the workflows aren’t one-size-fits-all. You’ll typically manage one of three main workflows:
- Full-Service Filing: You handle everything for the client, from data collection to filing.
- Client-Provided Data: Clients submit their information, and you file the forms on their behalf.
- Referral-Based: You refer clients to a self-service solution but still stay involved to ensure everything runs smoothly.
TaxBandits is designed to support all of these workflows. Whether you prefer to manage everything yourself or give clients the flexibility to handle part of the process, TaxBandits adapts to your preferred workflow.
Here is how:
1. Handling the entire filing process on behalf of clients
When clients trust you to handle everything, TaxBandits helps you deliver that service efficiently and confidently.
TaxBandits supports this fully managed workflow. You can request W‑9 and other required data directly from clients/recipients using secure online links. Once clients submit their details, you review the information, prepare the forms, and complete the filing on their behalf.
This approach gives you:
- Full control over accuracy and compliance
- Fewer back‑and‑forth emails
- A smoother experience for your clients
2. Managing filings as a team without losing control
As your practice grows, managing filings alone becomes challenging. Collaboration becomes essential—but so does control.
With TaxBandits, you can invite unlimited team members and assign clear, role‑based responsibilities, making delegation simple and efficient. Each team member knows exactly what they’re responsible for, which keeps the workflow organized and accountable.
For example, you can assign:
- One team to prepare and edit tax forms using client‑provided data
- Another team to review and approve forms to ensure accuracy and compliance
- A designated team to transmit the finalized forms to the appropriate agencies
3. Letting clients self‑file while staying involved
Not all clients want a fully managed experience. Some prefer to file their own forms but still want your guidance.
TaxBandits supports this hybrid approach. You can refer clients to our solution while still maintaining visibility into their progress.
This flexibility helps you serve different client preferences without losing oversight.
Revenue opportunities that grow your practice
Once your workflows are streamlined, something important happens—you gain time, clarity, and capacity. That’s when efficiency turns into opportunity.
Here’s how TaxBandits helps you grow your practice:
Expand your service offerings
Clients often come to you for one form but have additional compliance needs. With TaxBandits, you can easily expand your services to cover a range of forms and filings. Offering more services per client boosts your revenue and solidifies your role as a trusted advisor.
Adding value through compliance and distribution services
Filing forms is only part of the compliance process. Accuracy and proper distribution matter just as much. TaxBandits allows you to offer value‑added services like:
- TIN verification to reduce IRS errors
- Distribution services to send forms to recipients
These services add real value for your clients—and create additional revenue streams for your practice.
Creating a professional, branded client experience
Client experience plays a major role in retention. A smooth, professional process builds trust and confidence. TaxBandits allows you to customize client portals and emails, providing a polished, professional experience that builds trust and encourages repeat business.
When clients feel confident in your process, they’re more likely to return and refer others.
Scaling your practice without increasing costs
As your practice grows, you don’t need to hire more staff. Automation, bulk filing, and streamlined workflows let you handle more clients without significant increases in costs, making your business more profitable.
Bringing workflows and revenue together in one software
As a tax professional, you need more than just filing software. You need software that adapts to your workflow, supports collaboration, handles volume, and helps you grow. What truly sets TaxBandits apart is how it connects workflows and revenue in one software.
By simplifying daily operations and enabling value‑added services, you can:
- Work more efficiently
- Serve clients better
- Grow revenue consistently
Everything—from data collection to filing to revenue growth—happens in one place.
When your workflows are streamlined and your services expand, growth becomes a natural outcome.
Leave a Comment