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.
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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.