Loctax

Learn how to choose what a workflow covers: the financial year, the periods and the obligations.

Select the entities, obligations and periods in scope

Learn how to add workflow tasks that reflect the steps of your process and set their deadlines.

Add workflow tasks and set their deadlines

Learn how to review every task in a draft workflow, with its assignees and due dates, before you start it.

Review a draft workflow

Learn how to use a general workflow to structure an internal information request that ends in a deliverable for head office.

Structure an internal information request ending in an HQ deliverable

Yuliya Chakhovich

Choose the scope, define the tasks and review the draft before you start.

Setting up a workflow

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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