Taxes
Transform tax document workflows for clients and employees
Leverage no-code automation to make better use of your tax professional's time and improve communication with clients. Streamline, standardize, and optimize document workflows by reducing the number of administrative tasks. Review tax forms, gather data, and calculate adjustments more efficiently to offer your customers sound tax advice.
airSlate for tax professionals
Tax advisors, attorneys, and full-service tax preparation and planning firms use airSlate to maintain a standardized process of tax filing and streamline the review process. Eliminate the need to enter data manually, sort or move documents, and keep records up-to-date. Improve tax return accuracy and quality, and let tax professionals focus on advising clients and performing filings for customers.
airSlate for tax professionals
Tax advisors, attorneys, and full-service tax preparation and planning firms use airSlate to maintain a standardized process of tax filing and streamline the review process. Eliminate the need to enter data manually, sort or move documents, and keep records up-to-date. Improve tax return accuracy and quality, and let tax professionals focus on advising clients and performing filings for customers.
Profit or Loss from Business- Request for Taxpayer ID and Certification
- Wage and Tax Statement
- Non-employee Compensation
- Miscellaneous Income
- Employer's Quarterly Federal Tax Return
Start with a workflow template and tailor it to suit your specific process
Select from a variety of ready‑to‑use templates that are popular among WorkFlow Taxes customers.
Everything you need in an all-in-one platform
From eSigning to drag-and-drop process automation and hundreds of no-code Integration and Automation Bots ‒ get everything you need to build document workflows in one platform.
Collect data automatically
Get all the information you need to file tax documents using dynamic, mobile-friendly web forms or actionable PDF documents. Add the fillable fields you need such as signature, initials, date, checkbox, dropdown, numbers, and much more.
Streamline information transfers
Use no-code Bots to automate data transfers between documents and multiple systems of record like Google Sheets or Salesforce. Share collected information with multiple departments and update records as soon as new data has been received.
Generate and manage tax documents
Automatically generate tax returns, tax forms, and more using the data you get from clients. Save copies of generated documents in your CRMs, ERPs, or cloud storage services such as Google Drive or Dropbox for faster access.
Speed up approval processes
Move documents between recipients automatically by creating a workflow with the necessary steps. Decrease manual work and allow tax professionals to focus on advising clients and performing billable work and other revenue-producing tasks.
Get tax forms legally eSigned
Drag and drop eSignature fields into your tax forms or other documents. Assign required fields to each party involved and set the signing order. Avoid delays in the signing process with a mobile-friendly interface and step-by-step guidance.
Share data with confidence
Keep sensitive data and tax documents safe. airSlate complies with industry-leading security standards and regulations including SOC 2 Type II, PCI DSS, GDPR, and more, to ensure that your information is safe.
See why WorkFlow beats any alternative on the market
Integrate with any cloud service via no-code Bots to streamline your document workflows
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“Great software! Great people!“
Enterprise-grade security and compliance
WorkFlow is committed to protecting your sensitive information by complying with global industry-leading security standards.
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
HIPAA compliance
Protects your patients’ private health information.
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
FERPA
Protects the privacy of student records maintained by an educational institution.
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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The airSlate Academy
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