Business owners: update client accounts for tax appointments
Business owners: update client accounts for tax appointments
Business owners scheduling 'Submit Documents for Tax Preparation' appointments have client records out of date, causing missed prep and scheduling headaches. So preparers and ops see accurate times.
Overview
Missed or outdated tax-prep appointments lead to prep errors and scheduling frictions that delay filings. This workflow writes scheduled tax-prep times into client accounts and notifies operations, preventing scheduling discrepancies so preparers always see accurate appointment times.
Notable Features
- Write appointment times to accounts
- Filter calendar events by type
- Notify operations and preparers