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Future Firm - 2023-01-09 tax automation webinar - zap 5 - beginner tax return status email to client

This zap triggers on a weekly basis on Mondays at 9 am. It will then lookup the status of the client's tax return and send them an email telling them the status and when it was last updated.

Brian Clarecreated by Brian Clare

This Zap uses a private app.

This means the developers of this app haven’t completed our full quality assurance steps. Zapier has limited details on this app and as a result can’t offer support for it. If you have questions about this app, please contact the person who gave you access to this Zap.
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This Zap works in 5 steps

  • 2.5 minutes to set up
  • Get back 1.2 hrs /week
  • 524 people use this app pairing

This Zap uses the following 5 apps

  • Schedule by Zapier ロゴ
  • Formatter by Zapier ロゴ

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