№ 01
Prospect
A cold name lands. Source attribution, weighted value, expected close date — the deal is on the board, not in a spreadsheet.
Feature · Pipeline
A pipeline, not a job list.
Every other practice tool calls it a job list. They mean an inbox of tax returns to file. TaxSQR’s pipeline is a sales kanban — the same six stages your owner already runs in their head, just on a board your whole firm can see.
§ Section I · The board
Six stages. One ledger.
№ 02
Discovery
Brief intake call recorded against the lead. Questions, fee range, risk flags, prior-year complexity — captured before the proposal goes out.
№ 03
Demo
Walk the prospect through your firm portal. Reuse one of the saved demo profiles or create a sandbox for them.
№ 04
Proposal
Quote built from a fee matrix that reads your firm rate card. PDF generated, signed via the same E-SIGN flow as 8879.
№ 05
Negotiate
Counters tracked against the original. Pricing edits leave an audit trail so a partner can see what changed.
№ 06
Closed
Engagement letter goes out. On signature, the deal becomes a client — taxpayer records, portal, and first TaxCase unlock automatically.
§ Section II · Why a kanban
A forecast you can defend.
Most firm software gives you a calendar of deadlines. TaxSQR gives you a weighted pipeline — what you’ll actually close, what’s at risk, and who’s sitting on it. The number on the dashboard is the number you can quote in your partner meeting.
№ 01
Forecast you can defend
Weighted pipeline value rolls up to a number that survives a partner-meeting interrogation. Discovery × 38%, Demo × 25%, Proposal × 13% — your rates, your math.
Pipeline
№ 02
Fees at risk
A live tile on the dashboard surfaces engagements aging beyond their stage SLA. Easier to chase a stuck demo than to defend a quarter that missed.
Pipeline
№ 03
No half-served clients
Engagements and TaxCases only unlock after the deal closes. No more taxpayers sitting in limbo because someone created their portal before the LOI was signed.
Pipeline
We stopped saying “how’s the pipeline looking?” in our Monday meeting. Now we look at it.
— The TaxSQR Desk