Create client tax return document from shared folder to DMS
Create client tax return document from shared folder to DMS
Your final tax return PDFs dropped in a shared folder go unfiled, delaying billing and audit reviews. They're routed into the correct client cabinet so records and invoicing stay up to date same day.
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Overview
When signed tax returns pile up in a shared folder they slow invoicing and weaken your audit trail. This flow captures those PDFs, extracts the client code, and files each return into the client cabinet so billing and audits have the file same day.