TaxDome Client Request Workflow Cleanup

The best TaxDome client request workflows tell the client exactly what to do and tell the firm exactly what happens after the client responds. Most weak workflows fail one of those two tests.

Make every request specific

Ask for the exact document, period, account, or decision you need. "Upload your documents" creates a support burden. "Upload your January through March 2026 business checking statements" gives the client a finish line.

Group requests by client task, not internal department

Clients do not think in firm departments. They think in tasks: upload statements, answer questions, sign the engagement letter, approve the return, pay the invoice. A good workflow follows that client view, while internal tasks handle staff ownership behind the scenes.

Give staff a next action

When the client responds, the workflow should create a visible next action: review upload, mark missing items, prepare bookkeeping, send questions, or move to delivery. If nobody owns the next step, the request is not complete even if the client uploaded files.

Keep support language consistent

Client-facing TaxDome copy should use the same firm name, support contact, due-date language, and upload instructions everywhere. Small inconsistencies make clients wonder whether they are in the right place.