Built for CPA Firms & Tax Practices
The workflow platform Tax & Accounting Professionals actually love.
Stop juggling spreadsheets, sticky notes, and Slack threads. WorkFlowHQ unifies tasks, clients, deadlines, time tracking, document signing, scheduling appointments, and invoicing - in one mobile-first workspace.
No Payment Required during Trial · Cancel any time · Free onboarding
WorkFlowHQ is a comprehensive practice management platform that combines workflow automation, scheduling, client communication, and financial management in one unified workspace. From recurring work automation and trigger-based actions to visual workflow builders, forms, chat, and calendar synchronization, WorkFlowHQ eliminates the gaps between your tools.
Trusted by independent CPAs, EAs, bookkeepers & small accounting firms
Everything you need to run a modern practice
Designed by accountants for accountants. No bloated CRM. No setup consultants required.
Workflow templates
95+ pre-built workflows for 1040, 1120, 1065, bookkeeping, payroll, sales tax, advisory, and tax resolution.
Recurring work automation
Set works to repeat daily, weekly, monthly, quarterly, or yearly with auto-generated child works and smart template application.
Visual workflow builder
Drag-and-drop workflow designer to create custom processes with conditional logic and automated step progression. (Available on Professional, Firm Plus & Enterprise plans)
General-purpose forms
Create custom forms for client intake, surveys, and data collection with submission portals and review queues.
Trigger rules
Automate actions based on events like work completion or task status changes with powerful if-this-then-that logic.
Client management
Track every client, their entities, contacts, documents, and engagement history in one place.
Task automation
Recurring tasks, auto-assignment, dependencies, due-date roll-forwards, and approval gates.
Scheduling appointments
Built-in scheduling so clients can book consultations, signing sessions, and review calls without back-and-forth emails. (Available on Professional, Firm Plus & Enterprise plans)
Time tracking & billing
One-click timers, billable rates per staff, and one-click invoice generation.
Document e-signing
Built-in e-signing for engagement letters, Form 8879s, and consent forms. (Available on Firm Plus & Enterprise plans)
White-label portal
Branded client portal with secure document exchange and task visibility. (Available on Firm Plus & Enterprise plans)
Tenant data isolation
Each firm gets a dedicated database - not just a row in a shared table.
Mobile-first UI
44 px touch targets, hamburger nav, and works flawlessly on phone and tablet.
Team chat
Real-time messaging within work contexts for internal collaboration and client communication. (Available on Professional, Firm Plus & Enterprise plans)
Unified calendar
Merge bookings, work deadlines, and personal events into a single calendar view with Google/Outlook sync. (Available on Professional, Firm Plus & Enterprise plans)
QuickBooks Online
Sync clients, services, and push invoices directly to QuickBooks Online with automated reconciliation. (Available on Professional, Firm Plus & Enterprise plans)
Built for the way tax pros really work
Whether you're a solo EA or a 50-seat firm, the workspace adapts.
Solo CPAs & EAs
Solo practitioners juggling tax season alone - templates do the heavy lifting.
Boutique firms
2-15 staff firms needing real task assignment, capacity planning, and review queues.
Multi-office firms
Branches, partners, and shared clients with role-based access and audit logs.
Bookkeeping shops
Recurring monthly workflows, per-client checklists, and clean billing.
Simple, per-user pricing
All plans include a 21-day free trial - No Payment Required during Trial Period.
Core Workflow
$15/user/mo
Min. 2 Users (Starts at $30/mo)
Everything you need to run your firm’s day-to-day operations.
Compare plansScheduling & Auto
$30/user/mo
Min. 2 Users (Starts at $60/mo)
Replace Calendly. Automate client scheduling and meeting workflows.
Compare plansSigning & Workflows
$45/user/mo
Min. 3 Users (Starts at $135/mo)
Replace DocuSign. Automate document collection and signing workflows.
Compare plansEnterprise
$75/user/mo
Min. 5 Users (Starts at $375/mo)
For firms that need scale, security, control, and advanced workflow intelligence.
Contact SalesYou don’t purchase software.
You purchase time, accuracy, and client satisfaction.
A typical tax season can be a whirl of chasing down missing documents and countless manual follow-ups. That’s what we built WorkFlowHQ to solve — directly target the chaos you deal with every day.
40–60%
reduction in manual work through workflow automation and intelligent triggers
Zero missed deadlines
clear internal tracking, automated reminders, and synchronized calendars keep your team accountable
Grow without hiring
expand your client base through streamlined client intake, automated document collection, and seamless team collaboration
No cookie-cutter solutions. Built for the way you actually work.
Small Firm (1–10 Staff)
You’re most likely completely overwhelmed — you need to get on top of client work and survive. We’ve designed our platform with a built-in structure that makes it easier to stop being your own administrative assistant.
Tax Preparation Office
Your world is chaos and busyness. Knowing where each individual return sits in the flow at every instant is crucial. Nothing gets buried — we give you a visual pipeline. The game for you is recurring revenue and client retention. Monthly document collection is automated so clients pay month by month with less friction.
Enrolled Agents
Compliance and documentation are a priority. All communication and file transmissions are monitored and timestamped, giving you a traceable audit trail. Secure client portals and remote workflows keep everyone on the same page — no endless email threads.
Your current tools aren’t the problem. The gaps between them are.
You likely already have a capable tax preparer, a spreadsheet to track things, and an email inbox that never stops blinking. It’s the friction between those tools that does the damage. Your software can’t talk to your tracker, and your team wastes half the day copying files, manually updating statuses, and hunting for documents.
WorkFlowHQ serves as the nervous system for your existing setup — connecting your tools to stop you losing billable hours to administrative gaps, without requiring a whole new software suite. From automated workflows and trigger-based actions to visual builders, forms, chat, and calendar synchronization, we eliminate the gaps between your essential tools.
No More Status Meetings
The dashboard displays the exact status of each client folder in real-time. No more Monday morning spreadsheet readings where everyone reads off the same stale data.
Cleaner Client Handoffs
Internal scramble is never visible to clients. They get a clean experience and only “touch” what’s required — which makes them more satisfied and more likely to refer.
Automated Workflow Progression
Tasks move automatically to the next step based on completion triggers, eliminating bottlenecks and ensuring consistent process execution.
One Screen, Complete Picture
Return status updates automatically with every document upload. Staff open one screen to see what’s missing — then get straight to the technical work.
Have you thought about how many hours your staff are spending on manual follow-ups per week?
WorkFlowHQ handles the moving of the work itself — so your team stays focused on the math and the compliance.
Ready to take back your tax season?
Spin up your firm workspace in under two minutes.