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Create client intake document and log from urgent emails

Create client intake document and log from urgent emails

Your client form emails often sit unprocessed, delaying pre-interview prep and hiding which cases need action. This provides a ready intake document and tracker entry so tax managers can act same day.

Create client intake document and log from urgent emails

Overview

When urgent client simulation forms arrive, unprocessed emails create extra work and missed prep. This flow turns those emails into ready documents and tracker entries so senior tax staff and coordinators see prepared files and shareable links within minutes.

Create client intake document and log from urgent emails