Remizen + ProConnect Tax Integration
Assemble reviewed expense and reimbursement records for advisers' ProConnect Tax preparation process.
This describes a possible workflow, not an active or official connection.
Connect Remizen with ProConnect Tax
ProConnect Tax is used for professional tax preparation and filing. Organize business-spend support for advisers working in ProConnect Tax. Any connection would need to be designed, validated, and made available before teams could use it.
Expense management with ProConnect Tax
For organizations that use ProConnect Tax, a potential workflow could focus on organizing deductible expense documentation for tax preparers. The right approach depends on the records available, your internal policies, and how your team reviews spending today.
How it works
- Scope a proposed ProConnect Tax use case with the people who review spending: Collect expense support for adviser review.
- Plan how to organize reimbursed costs with period context using the relevant tax years, expense categories, client or entity boundaries, and document retention, and decide who would own each handoff.
- Before implementation, validate the proposed process to keep source receipts available for substantiation against your approval policies.
Workflows
- Collect expense support for adviser review
- Organize reimbursed costs with period context
- Keep source receipts available for substantiation
Data and workflow considerations
- Review tax years, expense categories, client or entity boundaries, and document retention before defining a ProConnect Tax workflow.
- Determine whether ProConnect Tax data needed for organizing deductible expense documentation for tax preparers may be shared, and how long it should be retained.
- Test exceptions and manual review paths before relying on any proposed connection.