How it works
Build your own workflow
Templates are a shortcut—not a ceiling. Design processes that fit your firm, then change them in one place when rules shift.
Why this exists
openFlow is not a fixed list of “approved” processes. You can start from a template or a blank workflow, name the steps, assign roles, and keep iterating as regulations, clients, or internal policy change.
Typical building blocks
These pieces appear in almost every serious workflow. Getting them right once means every new run of work inherits the same clarity.
Steps
What happens in order—or in parallel where your process branches. The sequence is visible to everyone on the run, not only the next assignee.
Ownership
Who is responsible at each step. When responsibility moves, the flow shows it— fewer “who owns this now?” side threads.
Context
What this run is about: a specific engagement, tax period, policy, or project. Context travels with the work, not only in the subject line of a task.
Completion rules
What “done” means before the next stage starts. That cuts rework from moving too early or waiting on a step that was already satisfiable.
Evolving over time
When something changes, you update the workflow once. New work follows the new definition; you are not manually editing hundreds of one-off tasks that were copy-pasted from an old pattern.
Practical note: start simple, run a few cycles, then tighten steps and owners where handoffs were fuzzy. The platform is built for that iteration loop.
Model how you actually work
See plans, trial terms, and what’s included in each tier.