Define client and engagement scope
Bind entity, period, source categories, requested actions, consent reference and responsible engagement owner.
Workflow blueprint
Accounting software for accountants begins with client-book authority
A role matrix that limits actions by entity, engagement, period and purpose before professional work begins.
Evaluate client-book control without claiming tax preparation, e-file access, professional advice, jurisdictional compliance, certified security or complete practice management.
TL;DR — Evaluate client-book control without claiming tax preparation, e-file access, professional advice, jurisdictional compliance, certified security or complete practice management.
Separate collection, preparation and review
Limit upload, correction, journal request and challenge activity to the role and period that needs it.
Control report release and export
Name who may release a version, disclose it, export records or approve an exceptional destination.
Expire, reassign and retain access
Review leavers, temporary roles, changed engagements, incident holds, deletion restrictions and custody ownership.
Page-specific decision aid
A client-entity, period, source, preparer, reviewer, release and retention matrix
The matrix tests two client entities, one restricted period, source uploads, a preparer correction request, reviewer challenge, exceptional journal request, report release, controlled export, temporary access expiry, staff reassignment and a retention hold.
- ✓Client visibility is not edit authority.
- ✓Review completion is not release permission.
- ✓Access expiry does not decide retention.
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.
- ✓Authority is scoped by client period purpose and action
- ✓Upload permission does not grant report release
- ✓Every released version retains preparer and reviewer history
- ✓Tax e-file advice compliance and certification claims 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