Add completed forms to internal client tracking spreadsheet
Add completed forms to internal client tracking spreadsheet
Your completed client declaration forms often go untracked, delaying WOTC processing and billing readiness. They are recorded in a central tracker so project and billing teams can act same day.
Overview
When signed client declaration forms aren’t logged, WOTC processing and billing readiness stall and teams spend hours reconciling records. This flow captures every completed form into a central tracker so project managers and billing staff can verify and act the same day.