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Create document upload records for client tax files

Create document upload records for client tax files

Your tax upload PDFs landing in the configured client folder arrive without client context and delay processing. They are logged into a central intake dashboard for immediate triage and same-day review.

Create document upload records for client tax files

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Overview

Untracked tax PDFs force staff to hunt for client files and slow down preparation. This flow captures each upload into a central intake dashboard and surfaces client context within minutes, enabling same-day triage and faster billing readiness.

Create document upload records for client tax files