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Create intake records and shortlinks from tagged emails

Create intake records and shortlinks from tagged emails

Your tagged client emails land unlogged, scattering intake details and attachments and delaying onboarding. Capture records and document links so your tax team can onboard and invoice same day.

Create intake records and shortlinks from tagged emails

Overview

When mandate emails arrive untracked they stall onboarding and delay billing. This flow turns tagged emails into a document, a shortlink, and a single intake row so your tax team can begin onboarding and invoicing same day.

Create intake records and shortlinks from tagged emails