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Create client record and checklist from intake form

Create client record and checklist from intake form

Your intake forms create manual work and delay tax case setup. It updates client records, produces a checklist, and sends instructions so clients get next steps same day.

Create client record and checklist from intake form

Overview

When intake forms pile up, onboarding stalls and case setup slows. This flow converts each submission into an updated client record, a personalized checklist, and immediate email plus SMS so clients get next steps same day.

Create client record and checklist from intake form