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Create dated client log entries from incoming info emails

Create dated client log entries from incoming info emails

Your public inbox messages go untracked, delaying client intake and billing readiness for your tax team. Centralize messages into a dated client log so advisors and billing staff can act same day.

Create dated client log entries from incoming info emails

Overview

Untracked messages in your public inbox slow intake and delay billing readiness for small advisory teams. This flow captures each public-inbox message into a dated client log so advisors and billing staff can triage and act same day.

Create dated client log entries from incoming info emails