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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
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How Zapier works (57 sec)
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  • Get back 1.2 hrs /week
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