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Create client and apply plan template on invoice

Create client and apply plan template on invoice

Your invoices for a specified plan often lack a client portal or contact, causing onboarding delays and missed preparer assignments. It creates or updates portals and notifies preparers same day.

Create client and apply plan template on invoice

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Overview

Invoices for specific plans often arrive without an associated client portal or contact, which stalls onboarding and service prep. This workflow creates or updates the client portal, applies the right onboarding template, and notifies preparers so setup finishes same day.

Create client and apply plan template on invoice