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Create client mandate records from incoming mandate emails

Create client mandate records from incoming mandate emails

Your mandate emails sit unlogged in inboxes, causing delayed client intake and missed billing details. Capture and record each mandate into a document and register for faster processing same day.

Create client mandate records from incoming mandate emails

Overview

Stop losing time hunting mandate emails and rekeying details; this flow captures each incoming mandate into a document and a central register. Your senior tax managers and billing staff gain searchable records and a document link ready for same‑day processing.

Create client mandate records from incoming mandate emails