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Create client and tax project from updated record

Create client and tax project from updated record

Your tax-return sheet creates new rows without linked clients or projects, forcing manual setup. It creates client and project records so accountants have starter projects same day.

Create client and tax project from updated record

Overview

Manual client and project setup for new tax returns costs operations time and delays billing. This flow auto-creates clients and starter projects and writes references back to your status sheet, so accountants can begin work and bill the same day.

Create client and tax project from updated record