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Create client intake folder structure from updated account

Create client intake folder structure from updated account

Your account records lack a consistent folder setup, which slows intake and scatters client documents. The workflow creates a complete client folder hierarchy so your team can start work the same day.

Create client intake folder structure from updated account

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Overview

Manual folder setup during client onboarding consumes time and risks lost documents for tax resolution cases. This flow automatically provisions a consistent, nested folder tree so your coordinators and tax specialists have files organized and ready the same day.

Create client intake folder structure from updated account