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Create annual accounting folders and notify finance team

Create annual accounting folders and notify finance team

You get annual financial initiation forms without a client folder, delaying accountant access and review. It creates the accounting/year folders and alerts accounting staff so work begins same day.

Create annual accounting folders and notify finance team

Overview

Manual folder creation for annual statements slows accounting and risks missed deadlines. This flow standardizes client Accounting → Year → Annual Accounting folders and posts an intake notification so your accounting team can begin reviews the same day.

Create annual accounting folders and notify finance team