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EARLY STAGE · VALIDATION

Civi.tax

Tax workflows, simplified.

A digital tax experience exploring clearer, more connected ways to manage filing, withholding, documentation and reconciliation workflows.

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Tax & Financial Workflows · Early stage · Validation

WHY WE BUILT IT

Tax workflows are complex on both sides of the process.

Tax filing involves more than submitting forms. It connects taxpayers, businesses and tax auditors through information, documentation, calculations and review. Civi.tax explores a more connected approach to tax management, bringing taxpayer-facing experiences and auditor workflows into a clearer digital ecosystem.

WHAT IT IS

A clearer way to navigate tax workflows.

Civi.tax is an early-stage concept focused on simplifying complex tax-related processes through thoughtful digital experiences. It explores how taxpayer services, supporting documents and administrative review can work together in a more structured and consistent environment.

The goal is to make complex processes easier to understand, navigate and manage.

01Taxpayer portal

Tax information, made easier to manage.

Explore a clearer experience for organizing tax-related information, accessing supporting documents and navigating filing requirements.

Taxpayer informationTaxpayerDetailsFiling periodSet
Supporting documentsDocumentReceivedDocumentReceivedDocumentMissing
Filing progressInformationDocumentsFiling
WithholdingWithholding

02Tax auditor portal

A clearer view of tax review.

Explore a dedicated digital workspace designed around the information and review processes tax auditors need to navigate.

Review queueReturnStatusRecordsReturnCompleteReceivedReturnPendingReceivedReturnPendingMissing
ReviewInformation checkedRecords reviewedReview complete
RecordsSupporting recordReceivedSupporting recordReceived

03Filing & reconciliation

Complex processes, more connected.

Bring filing, withholding and reconciliation steps into a more structured experience that helps users understand the information involved and what needs attention.

Guided workflowFilingWithholdingReconciliation
ReconciliationMatchedOpen items
ReviewStepDoneStepNext

WHAT IT ENABLES

Complex tax requirements. A more connected way to work.

Civi.tax
Supporting documentsDocumentReceivedDocumentReceivedDocumentMissing

Information and supporting documents are organized in one place.

✓ Organized

Civi.taxEarly stage

A more connected way to work.

Tax information, made easier to manage.

A clearer view of tax review.

Complex processes, more connected.

ACROSS THE WORKFLOW

Tax information, connected beyond the form.

Tax workflows involve more than individual forms. Civi.tax explores how information, supporting documents and review processes can come together to create a clearer experience for taxpayers and auditors.

Tax workspace

Tax workspace

Keep essential tax-related information organized and accessible.

A man reviewing tax paperwork at a desk by a bright window
Stacks of tax documents and binders being sorted at an office desk
Two colleagues reviewing a tax document together at a table

THE SIGNAL

EARLY STAGE · VALIDATION
Portals, taxpayer and auditor
2
Workflow areas
3
Stage · Validation
Early

THE SIGNAL

Exploring a clearer approach to tax workflows.

Civi.tax is in early exploration and validation, focused on understanding the complexity of tax-related processes and identifying opportunities for better digital experiences. The direction is to make information easier to navigate and administrative workflows more consistent across taxpayer and auditor experiences.

THE INSIGHT

Tax complexity shouldn't mean a complicated experience.

COMPANY JOURNEY

Where Civi.tax stands.

STAGE 02 / 05

  1. 01SeedUnderstand users, requirements and existing workflow challenges.
  2. 02ValidationExplore the product direction and validate workflow concepts.CURRENT STAGE
  3. 03BuildDevelop and refine the product experience.
  4. 04ScalingExpand product capabilities and adoption.
  5. 05IndependentEstablish the product as a standalone business.
STAGE
Early stage · Validation
CATEGORY
Tax & Financial Workflows
SCALE
2 portals, taxpayer and auditor
STATUS
Exploring tax workflows for taxpayers and auditors.

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