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Create client email records in your central database

Create client email records in your central database

Your client emails tagged for intake often sit unrecorded, leaving preparers without message context for returns. It logs those emails to your client database so files are audit-ready ahead of filing deadlines.

Create client email records in your central database

Overview

Stop losing client context in inbox threads — capture labeled client emails into your central client database so preparers and compliance officers can find past conversations without manual searching. Records appear quickly and are audit-ready ahead of filing deadlines.

Create client email records in your central database