Create client tax folder and send SMS reminder
Create client tax folder and send SMS reminder
Your tax bookings lack a secure upload folder, leaving preparers without client documents before meetings. Receive a client folder and bilingual SMS so appointments start prepared same day.
Overview
Missing client documents cause last-minute scrambling and reschedules; this flow creates a client folder and delivers a bilingual SMS reminder whenever a booking occurs. Clients get upload access within minutes so your preparers and coordinators start appointments prepared same day.