Identify client and entity separately
Record the relationship owner, supplied entity identity, service period and current engagement purpose.
Workflow blueprint
Accounting CRM records that do not become a second ledger
A client and engagement passport where service authority, sensitive sources, reviewer questions and released work keep separate owners.
Structure accounting-client relationships without claiming tax-practice compliance, certified portals, filing, professional advice, deadline calculation, workpaper controls or integrations.
TL;DR — Structure accounting-client relationships without claiming tax-practice compliance, certified portals, filing, professional advice, deadline calculation, workpaper controls or integrations.
Bind requests to authorised scope
Keep each information request, responsible client contact and return path connected to the accepted service.
Preserve questions and source ownership
Reference documents and working items without copying authoritative records into an unrestricted relationship note.
Release and retain deliberately
Record qualified approval, delivery reference, invoice link, closed reason, retention instruction and outreach eligibility.
Page-specific decision aid
A client-entity, engagement, request, review, release and retention passport
The passport follows one client with two entities across an accepted engagement, three document requests, a restricted upload, reviewer question, corrected response, released deliverable, billing reference, closed reason and separate retention and outreach decisions.
- ✓A contact cannot authorise every entity.
- ✓Received evidence is not reviewed evidence.
- ✓Closed work does not imply promotional eligibility.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Client contact and legal entity cannot be treated as one identity
- ✓Document upload never means reviewer acceptance
- ✓CRM references do not replace workpapers ledgers or filed returns
- ✓Tax filing advice deadlines security certification and integration excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow