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Workflow Tune-Up Sprint
One Workflow. Two Weeks. A Cleaner System. Clear deliverables.
If your SuiteDash feels almost right — but one workflow keeps slowing you down — this sprint is for you.
In just two weeks, we’ll take one existing workflow (like client onboarding, offboarding, or project management) and fine-tune it for better efficiency, automation, and client experience.
You’ll walk away with a refined system that works the way it should — no full rebuilds, no overwhelm, just clarity and structure where it matters most.
How It Works
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Pre-Assessment Call:
We’ll meet for a 25-minute focused call to review your setup, identify the workflow that needs the tune-up, and confirm eligibility. (The $25 call fee is credited toward your sprint if you move forward. Tax and complex multi-phase workflows do not qualify.)
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Two-Week Sprint:
Our team dives into your SuiteDash setup to streamline, clean up, and reconfigure your selected workflow. This includes refining automations, triggers, forms, and communications tied to that process. (Note: Sprints are booked based on availability)
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Wrap-Up & Walkthrough:
You’ll receive a recorded walkthrough of your tuned-up workflow with key notes on what was updated and how to maintain it moving forward.
Ideal For
✔️ Business owners who already use SuiteDash and have a functional (but imperfect) workflow
✔️ Teams who need one process optimized before scaling further
✔️ Those ready for a focused sprint — not a full build
POPULAR DEMAND
Onboarding Buildout
This buildout focuses only on your client intake, qualification, and onboarding flow inside SuiteDash.
It is designed for businesses that know what services they offer and simply need a clear, automated way to move someone from inquiry to active client.
What This Buildout Covers
This buildout includes one complete onboarding workflow, from inquiry to project start:
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Inquiry entry via booking form, kickoff form, or checkout form
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Internal decision step to qualify or decline the inquiry
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Proposal or agreement delivery for approved clients
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Portal invitation and client onboarding access
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Intake form completion triggering a Project Generator
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Automations connecting forms, projects, and communication
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Staff and Client dashboards
That’s it. One clean, intentional onboarding path.
What This Buildout Does NOT Include
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Ongoing SuiteDash Support/Maintenance (offered separately)
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Multiple workflows or service paths
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Internal team workflows or advanced automations
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Full system setup beyond onboarding
If your onboarding is just one part of a larger system, you likely need the Complete Buildout.
Required Process
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Free Discovery Call
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Paid Pre-Assessment (mandatory before build)
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Kickoff Call
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Buildout
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Final walkthrough and handoff
Timeline
From kickoff to final handoff, most buildouts are completed within 4 to 6 weeks, depending on scope and client responsiveness.
Complete Buildout
This is a full system implementation, not just onboarding.
It includes everything in the Onboarding Buildout plus additional workflows, automations, and internal structure required to support your day-to-day operations.
What This Buildout Covers
This buildout includes multiple workflows and system components, such as:
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Full inquiry and onboarding workflow
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Multi-step service delivery workflows
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Multi-Project Generators and internal task sequences
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Internal workflows that support your team’s execution
What This Buildout Does NOT Include
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Ongoing SuiteDash Support/Maintenance (offered separately)
Required Process
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Free Discovery Call
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Paid Pre-Assessment (mandatory before build)
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Kickoff Call
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Phased Buildout
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Final walkthrough and system handoff
Timeline
From kickoff to final handoff, most buildouts are completed within 6 to 12 weeks, depending on scope and client responsiveness.
Not Sure Which SuiteDash Package You Need?
Start with a free Discovery Call.
If your needs are simple and clearly defined, we’ll guide you to the right buildout. If your workflows are complex or unclear, a paid Pre-Assessment will be required before any build begins.
This step is mandatory for all SuiteDash implementations and ensures the platform is the right fit for your process before we move forward.
SuiteDash Tax Workflow
This build-out is designed for tax professionals, preparers, or accounting teams who want to manage their tax workflows efficiently inside SuiteDash without losing visibility or control.
This tax workflow can be implemented in two different ways, depending on how your firm prefers to manage client interaction and internal processing.
Both options follow the same tax workflow logic and compliance structure. The difference is how clients move through the system.
OPTION 1: Portal-Based Tax Workflow
This setup is built specifically around your firm’s tax preparation process. Each workflow is customized per tax type (e.g., 1040, 1065, 1120, 990, etc.) and includes:
This option uses SuiteDash portal pages to guide clients through each stage of the tax process.
Best for firms that want:
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A guided client experience with visible progress steps
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Portal pages for engagement letters, organizers, uploads, and updates
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Clear client-facing status and next-step instructions
How it works:
Clients move through dedicated portal pages as they complete forms, submit documents, receive updates, and finalize filings. Automations manage access, routing, and internal task creation behind the scenes.
This is the structure currently outlined in the sections below.
OPTION 2: Project Generator Tax Workflow
This option uses SuiteDash project generators without relying on client portal page transitions.
Best for firms that want:
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A streamlined, internal workflow driven by task sequences
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Fewer client-facing pages
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Staff-controlled progression through tax stages
How it works:
Client actions (such as form submissions or approvals) trigger internal projects and tasks. The workflow is managed primarily by your team, with clients interacting through forms and uploads rather than step-by-step portal navigation.
Both options include:
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Inquiry and decision forms
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Organizer setup by tax type
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Automations, routing, and task creation
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Compliance-aware structure tailored to tax workflows
Organizer Form Creation Pricing
SuiteDash organizers with large forms can load slowly; we are transparent about this limitation. We recommend to integrate Stanford Tax Organizer (Watch Demo) as an alternative for longer forms. Please also note, couples filing jointly complete one organizer with a built-in spouse indicator field.
Organizer and data collection forms are priced separately based on complexity and number of fields.
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1–50: $150 flat
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51–100: $250 flat
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101–200: $375 flat
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200+: Priced case-by-case or $75/hr
Tax Workflow Scheduling Notice
Please note that we do not initiate new tax workflow projects between November and January. You are able to secure a priority buildout out slot by paying for a Promissory Note.
If you choose to begin a build during this timeframe, please understand there is a possibility your system will not be live in time for the upcoming tax season. Our focus during this period is on supporting active clients and maintaining current systems.
We recommend scheduling your Tax Workflow Build-Out before November to ensure full completion and testing ahead of tax season. We are not tax professionals. You must provide all tax content, field lists, and required form logic.
Timeline
Most builds take 6–12 weeks, depending on the number of tax types, organizer complexity, and firm structure. Availability is limited to maintain quality and compliance alignment.
WHO THIS IS FOR
You’re committed to making SuiteDash your system of choice, but you need help understanding how to set it up the right way.
Whether you’re handling implementation yourself or assigning it to your VA/OBM, you need:
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Clarity on what to build
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Strategy behind how it fits together
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Confidence that you're setting it up to scale, not just function
This Intensive is a focused, hands-on consulting session that gives you exactly that.
2.5-HOUR LIVE STRATEGY SESSION
During our time together, we’ll:
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Map your entire client journey from lead to offboarding
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Determine which SuiteDash features you actually need (and what you can skip)
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Outline the structure of your workflows, proposals, and onboarding
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Define what forms to build and how to automate delivery
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Help you translate your services into scalable processes inside the SuiteDash ecosystem
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Identify any tech gaps and how to streamline your backend
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Troubleshoot any areas you're stuck with in your current setup
WHAT YOU WALK AWAY WITH
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Full session recording for reference and delegation
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Workflow blueprint (visual + written outline) for your exact setup
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Notes and action plan outlining next steps
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Suggestions for templates, automations, and portal setup
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SuiteDash best practices + power-user tips
ADD-ON OPPORTUNITY
If you decide within 7 days to move forward with the full Build-Out, your $750 will be credited toward your final investment.
SuiteDash 2.5-Hour Training
This session is for the DIY’er who just needs a little clarity. We’ll walk through your SuiteDash system together, talk through your ideas, and give you the insight you need to make confident decisions—without doing any hands-on implementation.
You’ll leave with:
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A clearer understanding of what’s possible in SuiteDash
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Real-time answers to your questions
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A verbal review of your current setup and ideas for what to improve next
This is perfect if you’re still in the planning phase or want guidance before diving in.