Give the role a reliable starting point.
Provide current firm checklists, portal instructions, contact rules, and preparer assignments. Specify how notices and reported deadlines are escalated.
A controlled intake queue
Tax-season administration
Track client organizers, requested records, and administrative follow-ups during tax season.
Book a free consultationScope, access, and coverage are agreed with your team.
The day-to-day work
A clear queue. A useful handoff.
Define the recurring work and the evidence your team needs to review it. These building blocks become a role-specific operating plan.
- Send firm-approved organizer requests
- Log incoming records by client and period
- Maintain missing-item lists
- Route tax questions to the preparer
What comes back to your team
Work you can see and review.
Tax intake tracker
A working record with source references, current status, and the person responsible for the next step.
Document completeness list
A focused view of missing inputs, unanswered questions, and items that need your decision.
Preparer question queue
A dated handoff that distinguishes completed work from pending review and unresolved exceptions.
Put the role into practice
From the first brief to the final check.
A practical handoff
A client uploads a notice alongside routine tax records. The assistant flags it to the assigned professional, records the date received, and leaves any interpretation or response decision to the CPA team.
Illustrative workflow, not a client case study.Check the work before closing the loop.
Check client identity, tax period, document versions, and unresolved requests. Never label a return ready to file based on receipt alone.
Your systems, your permissions
Fit the role to your environment.
Tool familiarity is considered when defining the role. Your team approves every platform, access level, and source of truth.
TaxDomeCanopySecure client portalsMicrosoft 365
Platform names describe possible working environments, not endorsements or a promise of certification.
Before you start
A few useful questions.
What should we prepare for tax-season administration?
Provide current firm checklists, portal instructions, contact rules, and preparer assignments. Specify how notices and reported deadlines are escalated.
How will we know what is complete?
Check client identity, tax period, document versions, and unresolved requests. Never label a return ready to file based on receipt alone.
Which decisions remain with us?
No tax advice, return sign-off, filing authority, or independent decisions about extensions or tax treatment.
Can the role work in our existing tools?
We scope the role around your approved systems, including environments such as TaxDome, Canopy, Secure client portals. Access, training, and the final tool requirements are confirmed before the role begins.
Related support
Connect the work around this role.
A visible evidence queue
Audit request tracking
Maintain the administrative record of client-provided documents and outstanding requests for your assurance team.
Explore the serviceThe next review, clearly preparedReview queue coordination
Keep engagement status, reviewer questions, and pending client responses visible to the responsible professional.
Explore the serviceConversations with the right contextCPA client coordination
Coordinate approved client communications and meeting preparation for your CPA team.
Explore the serviceA role shaped around your operationStart with the work
Start with the work
you want to hand over.
Tell us where the queue slows down. We’ll discuss the scope, tools, coverage, and review points that belong in your support role.
Book a free consultation
Define the role before making a commitment.