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Create intake sheet and email client after booking

Create intake sheet and email client after booking

Your tax bookings lack a shared intake worksheet, leaving associates without client context or contact details. Receive a prefilled intake sheet and shareable link so your team and client can prepare same day.

Create intake sheet and email client after booking

Overview

When a client books a phone tax prep appointment, associates need intake context fast or prep time is wasted. This flow creates a prefilled intake worksheet and emails the link to your team and client so everyone can review and prepare the same day.

Create intake sheet and email client after booking