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Create intake PDF, save to shared folder, notify concierge

Create intake PDF, save to shared folder, notify concierge

Your tax intake responses sit in the form tool without a client-ready PDF, delaying prep and billing. Files are created, stored, and delivered to your concierge team for same-day review.

Create intake PDF, save to shared folder, notify concierge

Overview

Unprocessed intake forms create review bottlenecks and slow case setup. This flow turns each submission into a client-ready PDF, stores it in your intake repository, and alerts the concierge team within minutes for same-day review.

Create intake PDF, save to shared folder, notify concierge