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Create client intake records and folders from form

Create client intake records and folders from form

Your tax intake form submissions lack structured client records, causing manual setup delays. Create records and secure folders so preparers and billing start work the same day.

Create client intake records and folders from form

Overview

Intake forms should generate usable client records and a secure folder structure, not more manual work. This flow turns each submission into CRM entries and client folders automatically so preparers and billing can act the same day.

Create client intake records and folders from form