T
TaxAce
Your Roadmap to Financial Success

Your Client Journey
with TaxAce

Every step of our process is designed to be transparent, collaborative, and clear. Know exactly what to expect — and what you need to do — at every milestone.

7
Service Journeys
100%
Transparent Process
Clear
Next Steps Always
How to read this guide:
Dark card = What TaxAce handles for you
Coral card = Your action items
Click any step to expand details
📋
Client JourneyTax Preparation

Client's Journey in Tax Preparation

A guided process to ensure your tax return is filed accurately, on time, and with every deduction you deserve.

Interactive Flowchart
Follow the path based on your situation
Decision / Question
TaxAce Action
Policy Notice
File On Hold
Success / Redirect
Start Here

Did you upload all your documents into your portal?

YES — Documents uploaded

Did you complete your client organizer?

YES

We begin inputting your tax documents

Tax Preparer reviews your return with you

Invoice sent → once paid, signature forms are sent

Did you sign your signature forms & pay your invoice?

YES

✓ We file your return! Uploaded to your portal. Hard copy available for 3 years.

NO

Per policy, we wait for signed forms & cleared invoice before filing.

NO

Please complete your client organizer. We'll send you a reminder.

NO — Missing documents

We send you a request for your missing documents

Did you upload all your missing documents?

YES

↩ Continues to main flow: We begin inputting your documents

NO

⏸ File ON HOLD until all documents received — we don't want you to miss deductions!

All Services at a Glance

Select any service to view the full client journey