Automation
Workflow Automation & Recurring Jobs for Tax Firms
Recurring work spawns itself, new returns and requests route to the right department, and a set of always-on automations keep things moving without a manager chasing every step.
Recurring tax, bookkeeping, and quarterly jobs
Set up a job template once — monthly bookkeeping close, quarterly estimated payments, payroll tasks — and Journey spawns each new instance on schedule. Staff work from a live task list instead of a shared spreadsheet or a recurring calendar reminder someone eventually stops updating.
Smart routing to the right department
New returns route to a department based on return type, and new requests route based on category — both configured by your firm ahead of time. Work lands where it belongs the moment it's created, instead of sitting in an inbox waiting for someone to notice and reassign it.
Configurable rules, plus automations that always run
A core set of automations run for every firm without any setup — when a signed engagement letter comes back, the return automatically advances toward filing; when a questionnaire is completed, the assigned preparer is notified; when an invoice is paid, the preparer and firm owners hear about it. On top of that baseline, your firm can configure its own workflow rules for firm-specific behavior.
Built with Drake-based prep workflows in mind
Journey doesn't touch the tax calculation itself — that's your prep software's job. What Journey automates is everything around it: intake, document collection, routing, signatures, and status. Journey's founders have real hands-on Drake tax prep experience, so the workflow is shaped around how a Drake-based firm actually moves a return from received to filed, even though Journey doesn't offer a direct integration with Drake today.
Common questions
Ready to let recurring work run itself?
See how automation fits alongside document collection and reporting.