How should financial advisors handle tax planning workflows inside their CRM? In this episode of Office Hours, Steve and Will walk through a common user question: What’s the best way to manage tax planning in Quivr?

The answer highlights one of the most powerful tools inside Quivr—Projects. While workflows are great for simple, repeatable processes, projects shine when the process is more complex and requires tracking data, documents, and multiple steps over time.

In this episode, we break down when to use projects vs. workflows, and how combining them can help advisors manage things like tax planning, estate planning, and other client initiatives more efficiently.

What you'll learn in this episode:

🔹 The difference between workflows and projects in Quivr

🔹 Why tax planning is usually not a linear process

🔹 How projects help you store key data and documents in one place

🔹 How to combine projects + workflows for maximum efficiency

🔹 Examples using tax planning, estate planning, and tax prep projects

🔹 How organizing your CRM properly helps “future you” stay efficient

Projects act like a central hub for client initiatives, allowing you to track data, attach meetings, record key contacts (like attorneys or CPAs), and monitor progress—while workflows guide your team on what to do next.

When used together, these tools create a powerful system that keeps your entire team working from the same organized data set.

If you’ve ever wondered how to structure complex processes like tax planning, estate planning, or tax preparation inside your CRM, this episode is for you.

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