These are the workflows in Helen, the catalog in the Corwen dashboard. A client firm picks one, Corwen sets it up for the firm's own systems, and it runs from the dashboard.
Accounting and taxAI use policy and consent kit
A written policy on which tools staff may use, the client consent for 1040 work, and a register every other workflow checks.
What it does
- Tools sorted into approved, needs consent, not allowed
- Policy drafted from an association template
- Section 7216 consent form for 1040 clients
- Register of client answers other workflows check
- One hour of staff training
- Quarterly review
Works with Microsoft 365, SharePoint, TaxDome
Accounting and taxClient document intake
Collects, names and files the documents a return needs, and chases what is missing.
What it does
- One upload link per client
- Checklist by return type
- Naming and filing rules
- Missing-item reminders
- Weekly status to the preparer
Works with Microsoft 365, SharePoint, TaxDome
Accounting and taxMonthly financial package
When the close is done, pulls the statements, drafts the commentary and assembles the package for the accountant to review.
What it does
- Starts when the month is marked closed
- Pulls statements and cash from the accounting file
- Compares to prior period and budget
- Drafts the commentary
- Assembles the package in the firm format
- Accountant edits before sending
Works with QuickBooks Online, Xero, Microsoft 365, Karbon
Accounting and taxNew client onboarding
Turns a signed engagement letter into a welcome, an intake form, a document checklist and a booked kickoff call.
What it does
- Starts when the engagement letter is signed
- Welcome message with portal login
- Intake form and a checklist built from the answers
- Kickoff call booked by the client
- List of clients who have not finished intake
Works with TaxDome, Karbon, Microsoft 365, Calendly
Accounting and taxQuarterly estimate reminders
Sends each client their estimate amount and payment link before the due date, and lists only the ones who have not confirmed.
What it does
- Reads estimate amounts from the tax software or a list
- Reminders at 21, 7 and 2 days before the due date
- Clients who confirm drop out
- Due-date list of clients who have not confirmed
Works with Microsoft 365, UltraTax CS, Lacerte, TaxDome
Accounting and taxResearch memo with citation check
Takes a research question, drafts the memo in your format, checks every citation, then drafts the client email.
What it does
- Research question on a form
- Memo drafted in the firm format
- Every citation checked before the memo is final
- Reviewer approval
- Client email drafted from the approved memo
Works with Microsoft 365, Checkpoint, Blue J
Accounting and taxReview notes to tasks
Splits reviewer notes and meeting notes into tasks and client questions, and drafts the follow-up.
What it does
- Reads reviewer notes or a meeting transcript
- Splits notes into preparer tasks and client questions
- Creates the tasks in the practice software
- Drafts the client email or meeting recap
- A person sends every message
Works with Microsoft 365, Karbon, TaxDome, Fathom, Fireflies
Accounting and taxShared inbox triage
Sorts the office inbox into documents, questions, notices and billing, files each one, and drafts a reply for a person to send.
What it does
- Sorts mail into documents, questions, notices and billing
- Files attachments to the client folder
- Creates a task for the right person
- Drafts a reply for every message
- Nothing sent without a person
- Morning list of unanswered mail
Works with Microsoft 365, SharePoint, TaxDome, Karbon
Accounting and taxTax notice response
Reads an IRS or state notice, opens the case with its deadline, and drafts the response from your letter library.
What it does
- Reads notice type, year, amount and deadline
- Opens a case with the deadline
- Checks for a power of attorney on file
- Drafts the response from the firm letter library
- Exhibit list for each response
- Reviewer sign-off before sending
Works with Microsoft 365, TaxDome, Karbon, Canopy
Accounting and taxWork in progress to invoice
When a job is complete, pulls the time or fixed fee, drafts the invoice description, and runs the reminder sequence after a partner approves.
What it does
- Starts when a job is marked complete
- Pulls time entries or the fixed fee
- Drafts the invoice description
- Partner approval before sending
- Reminder sequence until paid
- Weekly list of unbilled work and unpaid invoices
Works with Karbon, Practice CS, QuickBooks Online, Microsoft 365
Any firmDiscovery call prep brief
Before every booked call, writes a short brief on the other firm from public sources and puts it in the calendar event.
What it does
- Starts when a call is booked
- Looks up the firm from public sources
- Brief of about 200 words with suggested questions
- Attached to the calendar event and the CRM record
Works with Microsoft 365, Google Workspace, HubSpot, Calendly
Any firmInternal FAQ assistant
Staff ask the handbook and the firm procedures a question in Teams or Slack and get the answer with the source.
What it does
- Answers only from the firm documents
- Every answer links to its source page
- Works in Teams or Slack
- Unanswered questions listed for the office manager
- Internal only
Works with Microsoft 365, SharePoint, Microsoft Teams, Slack
Any firmWeekly client status email
Every Friday, drafts a status update for each active engagement from the work done that week, for a partner to review in one batch.
What it does
- Runs every Friday
- Reads completed tasks, time and open items
- One draft per active engagement
- Batch review by a partner before sending
- No email for clients with no activity
Works with Microsoft 365, Google Workspace, Karbon, Asana
