Accounting owners capture clients after filing for surveys

Business owners lose survey candidates when Tax Prep pipeline updates slip past them, risking missed reviews after filing. It adds contacts flagged ELFs received & filed into a survey segment so the marketing owner can start outreach.

Overview

Accounting owners risk losing client reviews when post-filing follow-up slips. This workflow captures every contact whose Tax Prep status becomes ELFs received & filed and moves them into a survey segment, delivering zero missed follow-ups and a clear audit trail for outreach.

Notable Features

Add contacts to survey segment
Filter updates by Tax Prep status
Notify marketing owner for outreach