Create HST filing task card from form responses

Your HST form responses arrive without a single tracking item, delaying prep and client follow-up. Filings go to one triage card and clients get messaging so work completes same day.

Overview

When HST form replies land untracked, tax coordinators spend time reconciling submissions instead of filing. This flow converts each submission into a single triage card enriched with database context and computed pay/refund amounts, then triggers client messaging so filings are processed same day.