Tax prep time back for accounting teams
Stop losing tax prep time to scattered client documents.
Tax Flow helps accounting firms turn uploads, forwarded emails, and year-end document bundles into source-linked workpapers your team can review with confidence.
Blackridge Tax Advisory
Client pack: Sarah Johnson
Intake
P60_2025.pdf
Bank_interest.pdf
Rental_statement.xlsx
3
Questions
24
Sources
Working document
Self-assessment review
Employment income
Source: P60
GBP 55,000
Ready
Bank interest
Source: Certificate
GBP 300
Review
Property repairs
Source: Invoices
GBP 1,240
Ready
Platform
Built around the problems firms actually raised.
Clients do not always use the right portal. Staff do not have time to search inboxes. Outsourcing can be quick but hard to audit. Tax Flow is designed around those realities.
Stop hunting through inboxes
Bring uploads, bulk drops, and forwarded client emails into one pack so the team is not searching for the latest attachment.
Know what has arrived
Turn P60s, bank interest certificates, rental statements, and invoices into a clear picture of what is in and what still needs attention.
Check values in seconds
Keep each extracted figure beside its source so reviewers can open the evidence, confirm the amount, and move on.
Ask fewer vague follow-ups
Raise questions from the exact section or value, then keep the client's reply attached to the point being reviewed.
Make junior review easier
Give the team a consistent workpaper structure so preparation and manager review do not depend on each person's spreadsheet habits.
Reduce reliance on outsourcing
Get the speed benefit of delegated preparation with clearer evidence, fewer black-box assumptions, and accountant-led control.
Workflow
One flow for client upload, practice upload, and email-led intake.
Some clients will use a link. Others will forward everything to the accountant and expect the practice to deal with it. Tax Flow supports both without breaking the review process.
Documents arrive once
Clients upload, the practice bulk drops files, or emails are forwarded into the pack.
Tax information is sorted
The system reads the documents and matches the useful information to the right tax areas.
The workpaper is prepared
Figures, source references, and missing items are organised before the accountant starts reviewing.
The accountant checks and adjusts
Reviewers see the evidence, make judgement calls, raise questions, and approve sections.
The team moves on faster
Cleaner workpapers reduce rework before tax software entry, export, or final submission.
Drop all documents here
Client portal, practice upload, or email forwarding
Review workspace
Every value stays linked to evidence
Employment income
P60GBP 55,000Bank interest
CertificateGBP 300Property repairs
InvoicesGBP 1,240For accounting firms
The same value shows up in different kinds of firms.
For some firms it is margin per return. For others it is service quality, hiring pressure, or replacing unreliable outsourced prep. The common thread is less admin before the accountant reviews.
For high-volume firms
Protect margin on each return by cutting the repetitive admin: chasing documents, sorting attachments, typing figures, and checking what is missing.
For private client teams
Keep the white-glove experience. Clients can send documents however they normally do, while the practice still gets a structured review trail.
For teams under hiring pressure
Handle more work without simply adding another preparer. Give juniors a better starting point and managers a faster way to review.
Traceable by design
Faster preparation still needs accountant-grade evidence.
Missed client emails become less likely when documents and questions live in one pack.
Source links make review more transparent than outsourced prep or disconnected spreadsheets.
Standard workpapers help juniors prepare consistently and help managers spot issues faster.
Accountants remain in control of judgement, adjustments, approval, and final tax treatment.
Question on source value
Property repairs, invoice batch Q3
What firms told us
The buying case is practical: save time, reduce risk, keep control.
“I want to send 50 scattered emails through the year and know it will be dealt with.”
High-touch clients and private client teams need intake to work around real behaviour, not ideal behaviour.
“The value is not having to search through emails or worry that a client email was missed.”
Practices described time saving and risk reduction as the same problem: finding every document when it matters.
“Cheaper than outsourcing and more reliable.”
The alternative is often manual prep or outsourced entry, but reviewers still need traceable evidence and control.
Request a demo
See where Tax Flow gives your team time back.
Walk through the client intake routes, the workpaper review flow, and the places your team currently loses time to chasing, checking, and rekeying information.
Request a walkthrough