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Tax Practice Management Software with Workflow Management (2026)

Last updated: February 2026

Why is workflow management important for tax practice management software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Workflow management in tax practice software enhances productivity by automating tasks, tracking project progress, and customizing workflows. It ensures timely completion, improves client communication, and helps maintain organization during busy tax seasons. Of the 383 reviewers who rated workflow management, 96% rated this feature as important or highly important.

Key features of tax practice management software based on insights from 1090 verified reviews

Client Management: Users value the ability to manage client data, communication, and documents in one place, improving responsiveness and organization. 95% of reviewers rated this feature as important or highly important.
Client Portal: Reviewers appreciate the secure, centralized hub for document exchange, e-signatures, and communication, enhancing client interactions. 95% of reviewers rated this feature as important or highly important.
Document Management: Users highlight secure storage, file organization, and easy document sharing, streamlining client collaboration and document handling. 94% of reviewers rated this feature as important or highly important.
Task Management: Reviewers note intuitive task assignment and tracking features, aiding in productivity and preventing tasks from falling through the cracks. 91% of reviewers rated this feature as important or highly important.
Document Storage: Users value secure, unlimited storage for easy access and retrieval of client documents, ensuring safety and organization. 88% of reviewers rated this feature as important or highly important.