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Create a deal for scheduled tax prep appointments

Create a deal for scheduled tax prep appointments

Your tax-prep appointments arrive without a linked deal or meeting note, causing missed follow-ups. Create a deal and meeting note so managers have context ready same day.

Create a deal for scheduled tax prep appointments

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Overview

When clients schedule in-office tax appointments, opportunities must be tracked so follow-ups and billing aren't missed. This workflow turns each booking into a deal and contact note, giving practice managers meeting context and a ready follow-up path same day.

Create a deal for scheduled tax prep appointments