Built for accounting and professional services firms. Connect Paxform with WorkSorted’s workflow and document management platform to automate client work, streamline engagement processes, and maintain organized practice management.
Build By
WorkSorted
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
Paxform conducts a brief review of apps and does not endorse or certify these apps. If you encounter inappropriate content or behaviour, please report it.
The Paxform WorkSorted integration is specifically designed for accounting and professional services firms using WorkSorted’s comprehensive workflow and document management system. This integration automatically creates client jobs, populates workflow tasks, and files documents within WorkSorted’s structured environment, enabling firms to deliver consistent, high-quality services efficiently.
This integration is essential for professional services firms leveraging WorkSorted who want to eliminate manual job setup, automate client onboarding, and ensure consistent service delivery across all engagements. By connecting form submissions directly to WorkSorted, firms transform client requests into organized workflows with proper documentation, task assignments, and milestone tracking—reducing administrative time while improving service quality and client satisfaction.
- Connect to WorkSorted
Authenticate Paxform with your WorkSorted account using secure API integration. Grant appropriate permissions for clients, jobs, documents, and workflow management.
- Configure Job & Workflow Mapping
Map form submissions to WorkSorted job types, workflow templates, and task sequences. Define how form data populates client information, job details, and custom fields.
- Set Up Document Filing
Configure automatic document upload to WorkSorted job folders, applying appropriate document categories, naming conventions, and folder structures.
- Automatic Job & Task Creation
When forms are submitted, Paxform automatically creates WorkSorted jobs with complete client information, initializes workflow tasks, files documents, and assigns team members—ready for immediate work commencement.
Client Engagement Setup
Transform new client inquiries into organized WorkSorted jobs with complete workflow initialization.
- Create WorkSorted client records from intake forms automatically
- Generate jobs with appropriate service type and workflow template
- Assign engagement team members based on expertise and capacity
- Initialize task sequences for standardized service delivery
- File engagement letters and client agreements in job folders
- Set job budgets and fee arrangements from form data
- Configure job milestones and deadline tracking
Tax Compliance Jobs
Automate tax preparation job setup with complete client information and document organization.
- Create annual tax compliance jobs from client authorization forms
- Apply appropriate tax workflow templates (individual, trust, company)
- Populate client tax information and prior year data
- File source documents in organized tax job folders
- Assign tax preparers and reviewers to jobs
- Set tax filing deadlines and extension dates
- Track document collection status and completeness
Bookkeeping & BAS Services
Manage recurring bookkeeping engagements through WorkSorted job workflows.
- Generate monthly or quarterly bookkeeping jobs automatically
- Initialize BAS preparation and lodgment workflows
- File bank statements and transaction documentation
- Assign bookkeepers and review managers
- Track service delivery timelines and deadlines
- Monitor recurring job completion and client billing
- Maintain organized bookkeeping documentation by period
Audit & Assurance Engagements
Coordinate audit projects with comprehensive workflow and documentation management.
- Create audit jobs with complete scope and planning information
- Initialize audit workflow templates with testing procedures
- File planning documents and risk assessments
- Organize client-provided documentation by audit area
- Assign audit team members to specific audit sections
- Track audit completion status by workflow stage
- Maintain working papers and review documentation
Advisory Project Management
Manage consulting engagements through structured WorkSorted project workflows.
- Generate advisory jobs from project request forms
- Create project plans with tasks and deliverables
- File project proposals and scope documents
- Assign project team members and define responsibilities
- Track project milestones and completion status
- Organize project deliverables and client communications
- Monitor project budgets and time allocation
Compliance & Regulatory Services
Track compliance obligations and regulatory filings through WorkSorted workflows.
- Create compliance jobs for annual requirements
- Initialize regulatory filing workflows
- File compliance certificates and supporting documentation
- Track compliance deadlines across multiple jurisdictions
- Assign compliance specialists to specific requirements
- Monitor completion status and filing confirmations
- Maintain compliance documentation for audit purposes
Client Onboarding Workflows
Orchestrate comprehensive client onboarding through multi-stage WorkSorted workflows.
- Initialize onboarding jobs with complete intake information
- Create task sequences for know-your-client procedures
- File identification documents and verification records
- Assign onboarding coordinators and engagement teams
- Track onboarding completion across multiple requirements
- Generate welcome packages and service documentation
- Transition seamlessly to ongoing service delivery jobs
Document Request Management
Coordinate client document collection through WorkSorted task and document tracking.
- Generate document request jobs with specific requirements
- Create task lists for each required document type
- Track document receipt status and completeness
- File received documents in organized job folders
- Send automated reminders for outstanding documents
- Monitor document quality and completeness
- Progress jobs as document requirements are satisfied
Purpose-built integration connecting Paxform to WorkSorted’s workflow and document management platform, designed specifically for accounting and professional services firms requiring systematic engagement management.
- Client Record Creation: Automatically generate WorkSorted client records from forms
- Client Information: Populate client names, entities, contacts, and details
- Entity Structures: Support individuals, companies, trusts, partnerships, and SMSFs
- Client Groups: Organize clients by service type or engagement category
- Related Parties: Link related entities and client relationships
- Client Status: Set active, inactive, or prospective client classifications
- Client Onboarding: Automate new client setup workflows
- Client Portal Access: Enable secure client document submission
- Automatic Job Creation: Generate WorkSorted jobs from form submissions
- Job Types: Assign appropriate service types (tax, audit, bookkeeping, advisory)
- Workflow Templates: Apply standardized workflow templates to new jobs
- Job Details: Populate job descriptions, scopes, and requirements
- Job Numbers: Assign sequential or custom job identification
- Job Status: Initialize and track jobs through lifecycle stages
- Recurring Jobs: Set up recurring engagements with scheduling
- Job Priorities: Assign priority levels for resource allocation
- Task Initialization: Create workflow task sequences automatically
- Task Assignment: Assign tasks to team members based on expertise
- Due Date Calculation: Set task deadlines based on engagement timelines
- Task Dependencies: Establish task order and prerequisites
- Task Templates: Apply standard task lists for engagement types
- Task Status Tracking: Monitor completion progress through workflows
- Checklist Management: Initialize engagement-specific checklists
- Milestone Tracking: Monitor key deliverable and approval milestones
- Automatic Filing: Upload form documents to WorkSorted job folders
- Document Categories: Categorize by type (working papers, client docs, deliverables)
- Folder Structure: Maintain organized job folder hierarchies
- Naming Conventions: Apply firm-standard file naming rules
- Version Control: Track document versions and updates
- Document Status: Mark documents as draft, reviewed, or final
- Document Templates: Generate documents from WorkSorted templates using form data
- Document Linking: Link related documents within job structures
- Team Assignment: Assign engagement teams to jobs automatically
- Role Definition: Assign specific roles (preparer, reviewer, manager, partner)
- Workload Balancing: Distribute work considering team capacity
- Skill Matching: Assign team members based on expertise requirements
- Delegation Management: Support task delegation within workflows
- Capacity Planning: Monitor team workload and availability
- Resource Reports: Analyze team utilization and allocation
- Time Tracking: Enable time recording for job-related activities
- Activity Codes: Categorize time by service activity type
- Billing Arrangements: Set fee structures (hourly, fixed, value-based)
- Budget Management: Track time against job budgets
- WIP Tracking: Monitor work in progress by job and client
- Invoice Generation: Support invoicing from completed jobs
- Billing Status: Track job billing and collection status
- Communication Logs: Record client interactions within jobs
- Email Integration: Link form communications to job correspondence
- Document Requests: Send client document requests from workflows
- Status Updates: Provide clients with engagement status updates
- Approval Requests: Request client review and approval
- Notification Automation: Send automated client communications
- Client Portal: Enable secure document exchange through portals
- Tax Services: Support individual, business, and specialty tax workflows
- Audit & Assurance: Manage audit engagement workflows and documentation
- Bookkeeping: Coordinate ongoing bookkeeping and BAS services
- Advisory Services: Structure consulting and advisory projects
- Compliance: Track regulatory and compliance obligations
- Business Services: Manage company secretarial and governance services
- Wealth Management: Coordinate SMSF and wealth advisory services
- Automatic Task Creation: Generate tasks based on form submissions
- Status-Based Triggers: Advance workflows when milestones are reached
- Conditional Workflows: Apply different workflows based on engagement characteristics
- Approval Routing: Route deliverables for internal review and approval
- Escalation Rules: Automatically escalate overdue tasks
- Notification Triggers: Send alerts at workflow stages
- Completion Actions: Trigger follow-up jobs upon completion
- Review Tasks: Initialize review stages in workflows automatically
- Quality Checks: Apply firm quality control procedures
- Sign-Off Management: Track approvals and sign-offs
- Review Notes: File review comments and quality feedback
- Exception Tracking: Flag and manage engagement exceptions
- Compliance Verification: Verify adherence to professional standards
- Peer Review: Support peer review processes for complex engagements
- Deadline Tracking: Monitor critical dates and filing requirements
- Calendar Integration: Sync job deadlines with team calendars
- Reminder Configuration: Set automated deadline reminders
- Extension Management: Track filing extensions and revised deadlines
- Recurring Deadlines: Manage annual or periodic obligations
- Workload Visualization: Display team workload by deadline
- Critical Path: Identify time-critical workflow paths
- Custom Field Mapping: Populate WorkSorted custom fields from forms
- Engagement-Specific Data: Capture specialized information by service type
- Field Validation: Ensure data meets WorkSorted requirements
- Conditional Fields: Map different fields based on engagement type
- Data Transformation: Convert form data to WorkSorted formats
- Metadata Management: Apply structured metadata for searching and reporting
- Job Statistics: Track job volume by type, team, and status
- Workflow Metrics: Analyze workflow completion times and bottlenecks
- Team Performance: Monitor individual and team productivity
- Client Analytics: Analyze client engagement patterns
- Revenue Reporting: Track job profitability and realization
- Capacity Reports: Assess team utilization and capacity
- Quality Metrics: Measure review cycles and quality indicators
- Practice Management: Integrate with connected practice management systems
- Accounting Software: Coordinate with Xero, MYOB, or other accounting platforms
- Document Management: Work alongside FYI or other document systems
- Email Platforms: Integrate with Outlook and email management tools
- CRM Systems: Connect with client relationship management platforms
- Cloud Storage: Coordinate with OneDrive, Dropbox, or Google Drive
- Role-Based Security: Respect WorkSorted user roles and permissions
- Job-Level Access: Control access to sensitive client engagements
- Document Security: Maintain confidentiality of client information
- Audit Trail: Complete logging of all job and document activities
- Data Encryption: Secure transmission of sensitive engagement data
- Client Privacy: Maintain strict client confidentiality standards
- Compliance: Support professional body confidentiality requirements
- Mobile Access: Support job management via WorkSorted mobile apps
- Remote Document Upload: Enable document submission from any location
- Mobile Task Management: Allow task completion via mobile devices
- Field Work Support: Capture information during client site visits
- Offline Capability: Support offline work with sync when connected
- Mobile Approvals: Enable job approval workflows on mobile
- Professional Standards: Support compliance with accounting standards
- Quality Assurance: Maintain documentation for practice reviews
- Regulatory Requirements: Meet professional body documentation standards
- File Retention: Implement appropriate retention policies
- Archiving: Support systematic archiving of completed jobs
- CPD Tracking: Organize professional development documentation
- Ethics Compliance: Maintain independence and confidentiality requirements
- Validation Checking: Verify job creation and document filing success
- Error Notifications: Alert administrators to integration failures
- Retry Logic: Automatic retry for temporary system issues
- Manual Override: Allow manual correction of job setup errors
- Integration Dashboard: Real-time visibility into WorkSorted sync status
- Activity Logs: Complete record of all integration activities
- Support Resources: Documentation tailored for professional services
- Integration Health: Monitor WorkSorted API connection status
- Performance Metrics: Track job creation speed and reliability
- Usage Statistics: Analyze integration usage patterns
- System Diagnostics: Tools for troubleshooting integration issues
- Configuration Management: Centralized control of integration settings
- User Training: Resources for team adoption and best practices
- Continuous Improvement: Regular updates based on firm feedback
