What is Workflow Automation?

Workflow automation coordinates repeatable steps, tasks, and handoffs according to a defined process.

Explanation

In tax-resolution preparation, software can help move work from document intake and form preparation through case-manager checks to enrolled-agent review. Automation can organize the handoff and surface issues, while people remain responsible for assessing source material and approving the prepared work.

In Rima's preparation workflow

Rima supports a prepare-and-review workflow: case managers resolve flagged items and request sign-off; enrolled agents can review, edit, approve, or return work with notes.

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Related Terms

AI Document Processing

Using AI to read documents and organize information for a defined task.

Exception Handling

Routing missing, unclear, or inconsistent items for human review.

Audit Trail

A record of steps, changes, and review decisions made during case preparation.

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Explore tax-resolution preparation

See how Rima helps prepare client information for IRS collection forms and routes the work for human review.

Document Automation Workflows & Review