Case management
Organize the work around the tax resolution case.
Application project
Tax resolution.
One connected workflow.
An application that helps CPAs manage tax resolution from start to finish.
The business need
Keep the process moving.
A tax resolution case involves more than a notice. It includes documents, signatures, client questions, deadlines, and meetings. Keeping that work connected is the central job of NoticeFlo.
The application
What it brings together.
An application that helps CPAs manage tax resolution from start to finish: case management, e-signatures, notifications, and meeting scheduling in one place.
Core capabilities
A useful tool, built around the work.
E-signatures
Bring signature steps into the resolution process.
Notifications
Keep the people involved informed about what needs attention.
Meeting scheduling
Coordinate conversations as the case moves forward.
The connection
Software with
a clear business role.
NoticeFlo brings case work and the related client touchpoints into a single application. The prototype shown illustrates how a work queue can surface deadlines, status, and the next action.
More work
A closer look at the work.
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