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Create FBAR workbook and client folder for team

Create FBAR workbook and client folder for team

Your FBAR intake often produces unfiled or misnamed spreadsheets that block tax prep. This flow builds a filled workbook, uploads intake files, and files them to the client folder same day.

Create FBAR workbook and client folder for team

Overview

Misfiled FBAR workbooks create rework and slow down reviews. This flow standardizes one per-client workbook, populates account rows, and files intake documents into the right folder so preparers can start review same day.

Create FBAR workbook and client folder for team