Business owners route client tax intake into project tasks
Business owners route client tax intake into project tasks
Business owners see onboarding forms left untranscribed, delaying tax intake and risking missed starts. Every form becomes a detailed project task, ensuring the tax team receives full intake and can start work immediately.
Overview
Manual transcription keeps client work from starting and puts billable time at risk. This workflow converts every onboarding form into a fully populated project task so tax staff receive complete intake and can start work immediately. The result is fewer transcription errors, zero missed follow-ups, and faster case starts.
Notable Features
- Create detailed project tasks
- Populate task fields from forms
- Assign and notify tax staff