Business owners: create client folders from intake forms
Business owners: create client folders from intake forms
Business owners submit tax intake forms that often leave documents misplaced, stalling tax reviews. Create named client folders and save intake docs so tax operations start review with organized client files.
Overview
Business owners risk stalled tax reviews when intake documents are scattered or misplaced. This workflow creates named client folders and deposits submitted files into them, giving tax operations organized client files and eliminating manual file hunting so reviews start immediately.
Notable Features
- Create client folder per submission
- Save intake documents to folder
- Notify tax operations of new files