Chartered accountants match tax checklist submissions to clients
Chartered accountants match tax checklist submissions to clients
Chartered accountants lose time to manual client lookups on submitted tax checklists, delaying case starts. This flow matches submissions to client records and creates a pre-linked case for review.
Overview
Manual matching on tax checklists creates intake bottlenecks that delay reviews and risk missed deadlines. This workflow finds the right client record and spins up a pre-linked case so your chartered accountant can begin review immediately. The result is faster handoffs, fewer lookup errors, and zero missed follow-ups on intake.
Notable Features
- Match submissions to client records
- Create pre-linked case records
- Notify accountants for immediate review