Client services: deliver filled tax verification PDFs quickly
Client services: deliver filled tax verification PDFs quickly
Client services admins marking verifications done risk incomplete paperwork that delays onboarding. It generates filled tax PDFs and routes them to the assigned reviewer so verifications are ready quickly.
Overview
Client services risk onboarding delays and escalations when verifications require manual assembly. This workflow turns completed verification records into ready-to-send PDFs and routes them to the assigned reviewer, eliminating manual assembly and ensuring verifications are delivered faster with zero manual rekeying.
Notable Features
- Create filled tax verification PDFs
- Route PDFs to assigned reviewer
- Attach PDFs to client record