Accounting, Audit & Tax
Keep the client file clear on what the firm has received and what is still required before specialist work moves forward
Before many accounting, audit, or tax engagements move into specialist work, the firm needs to define the service and gather information according to its own process. Clients may send part of what is requested and complete the rest later, or have more than one service open at the same time. Follow-up here is administrative: know what arrived, what remains, and who owns the next response without calculating, filing, auditing, or providing professional advice through Wafi.
Service type defines the fileSeparating accounting, audit, or tax-related services prevents requirements for several engagements from becoming mixed.
Received is different from requestedThe team needs to know what the firm asked for and what actually arrived according to the firm’s own process.
Professional questions move to the specialistWhen a client needs specialist input, preserve the question and assign the callback instead of providing a non-specialist answer.
Follow-up needs
Follow-up needs
Record information or documents requested and received according to the firm’s process.
Separate several services for the same client.
Keep professional questions and response ownership clear.
How Wafi helps
How Wafi helps
A request shows the service under follow-up.
Notes show what the firm requested and received.
Status and ownership keep the open file clear.
Tasks keep client and specialist callbacks visible.
Workflow
Workflow
Define the service being discussed with the client.
Record what the firm requested and received according to the current process.
Separate professional questions from administrative follow-up and assign specialist response ownership.
Leave the file with a clear state: waiting for the client, internal review, or administrative follow-up complete.
Try Wafi with a client file where information arrives in several batches.
Show us how your firm organizes services and received information, and we can review how Wafi’s current capabilities could organize follow-up without assuming accounting software, tax calculations, filing, or specialist audit functionality.