Skip to content
Log inSign up
Templates
Create client intake records and notify references via SMS

Create client intake records and notify references via SMS

Your tax intake forms arrive unstructured, leaving client and referral details scattered. Submissions become organized client records with stored files and confirmatory messages for same-day triage.

Create client intake records and notify references via SMS

Overview

Stop letting intake forms pile up as unstructured files and missed referrals. This flow turns each submission into a client record, stores documents in a client folder, and triggers same-day confirmations and SMS outreach to references for faster triage. Your coordinators and billing staff get reliable context and clear next steps within minutes.

Create client intake records and notify references via SMS