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Create census change process record and update account

Create census change process record and update account

You receive form submissions for census changes that leave advisors without case context. The form becomes a linked process and updates the account so tax staff can triage same day.

Create census change process record and update account

Overview

When census-change forms land unlinked, your tax coordinators waste time hunting for account context and case history. This flow turns each qualifying submission into a CRM process and updates the account so your tax staff can triage requests the same day.

Create census change process record and update account