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3Actively moving through the methodWorkflow portfolio
Azure POC
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Track evidence coverage, validation progress, and the next decision across active workflow initiatives.
11workflows
Needs attention
3Blocked by evidence or decisionsPlanned
2Ready for scopingCompleted
3Approved or in implementationContinue where you left off
1040 intake to ready for preparation
Next: Deliver the approved future-state backlog
All client service workflows
Workflow inventory
| Workflow | Status | Stage | Progress | Owner | Next action | Open |
|---|---|---|---|---|---|---|
| Synthetic intake authoring demoConsulting / Operations transformation / 2 offices / 1 sources | Needs attention | Step 4 / Validate map | Transformation lead | 1Complete and confirm the current-state map | ||
| 1040 intake to ready for preparationTax / Individual tax / 2 offices / 3 sources | In progress | Step 6 / Implement | Tax transformation lead | Deliver the approved future-state backlog | ||
| PBC request managementAudit & Assurance / Financial statement audit / 4 offices / 0 sources | Needs attention | Step 4 / Validate map | Audit innovation lead | 3Resolve three blocking office conflicts | ||
| 1120-S client document intakeTax / S corporation tax / 3 offices / 0 sources | In progress | Step 3 / Review facts | Tax transformation team | 1Review 22 low-confidence observations | ||
| New client accounting onboardingCAS / Client onboarding / 3 offices / 0 sources | In progress | Step 4 / Validate map | CAS transformation lead | 1Complete practitioner validation | ||
| 1065 workpaper assemblyTax / Partnership tax / 0 offices / 0 sources | Planned | Step 1 / Define | Tax process owner | Confirm boundaries and pilot offices | ||
| Invoice intake and approvalCAS / Accounts payable / 1 offices / 0 sources | Needs attention | Step 2 / Add evidence | CAS operations | 2Add a second office perspective | ||
| External confirmation workflowAudit & Assurance / Audit execution / 0 offices / 0 sources | Planned | Step 1 / Define | Unassigned | Assign a process owner | ||
| Audit engagement setupAudit & Assurance / Engagement administration / 5 offices / 0 sources | Complete | Step 6 / Implement | Assurance operations | Monitor realized benefits | ||
| Monthly closeCAS / Controllership / 3 offices / 0 sources | Complete | Step 6 / Implement | CAS process owner | Review quarterly performance | ||
| Extension processingTax / Tax operations / 6 offices / 0 sources | Complete | Step 6 / Implement | Tax operations | No action required |