Notify clients via email when their tax proposal is accepted, and provide next steps and resources

Notify your clients via Gmail when their tax proposal is accepted in Ignition, providing next steps and essential resources. This ensures clear communication and enhances client engagement during the onboarding process.

Notify clients via email when their tax proposal is accepted, and provide next steps and resources

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Overview

Notify your clients via Gmail when their tax proposal is accepted in Ignition, providing next steps and essential resources. This ensures clear communication and enhances client engagement during the onboarding process.

Notify clients via email when their tax proposal is accepted, and provide next steps and resources