Taxflow Cortex

An enterprise-grade tax documentation management system that automates client communication, tracks return statuses, and provides AI-driven processing insights.

Data types

  • Client
  • TaxReturn
  • Document
  • Communication
  • MessageTemplate
  • InternalNote
  • EmailSequence
  • SequenceEnrollment
  • AuditLog
  • Notification
  • ESignatureRequest
  • AvailabilitySlot
  • Appointment
  • PortalActivity
  • ClientIntakeForm
  • BirthdayGreeting
  • ClientSurvey
  • ReturnTemplate
  • Payment
  • TeamChat
  • ComebackCampaign
  • NonReturningCampaign
  • Coupon
  • ReferralCampaign
  • ReviewCampaignLog
  • ClientTag
  • BlastCampaign
  • MarketingDrip
  • MarketingDripEnrollment
  • ClientEngagement
  • Quote
  • SurveyCampaign
  • IntakeFormTemplate
  • Permission
  • RolePermission
  • ClientReview
  • InvoiceService
  • Referral