Use cases · tax and accounting first
Tax and accounting firms ask clients for documents and answers at the start of an engagement and throughout the year. Apraxo is building a shared view of each request, submission, and review decision—starting with an invitation-based tax-firm pilot.
Request pilot accessStart with the work you do
Individual tax returns
Tax client intake is the work of collecting facts and source documents before a return can be prepared. Apraxo is building a guided request that shows clients what to do next and shows a small tax firm which items are missing, submitted, or awaiting review.
Explore this use caseNew client setup
Accounting client onboarding turns an agreed engagement into a usable client record. Apraxo is designing a guided way to gather service details, contacts, prior records, and open questions, then hand the reviewed information to the people who will do the work.
Explore this use caseMonthly and quarterly work
Recurring bookkeeping requests help a firm resolve the few missing records or explanations that block a monthly or quarterly close. Apraxo’s plan links each request to the client and the related work so the team can see what remains open this period.
Explore this use caseDesigning your firm’s process now? Read the tax client intake checklist.
A focused rollout
The first pilot centers on collecting and reviewing information for tax and accounting work. Apraxo’s product plan also describes future industry packs for legal, mortgage and lending, and agencies and professional services. Those packs are not part of the tax-firm pilot.
The workflows on these pages are illustrations of planned capabilities. We will tell selected firms exactly what is ready before they use Apraxo with real client information.
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