Add completed tax clients to post-file survey list
Add completed tax clients to post-file survey list
Your finalized tax-prep records don't trigger post-file outreach when pipeline status changes, delaying survey invites and losing client feedback. Capture feedback and schedule follow-ups the same day.
Overview
When clients reach your finalized tax-prep stage, they should automatically enter your post-file survey list so you capture feedback while the experience is fresh. This frees you to schedule follow-ups and run outreach the same day, improving client touchpoints without extra manual work.