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Create intake task from new tax form submission

Create intake task from new tax form submission

You receive tax onboarding forms that sit untriaged, leaving preparers without context and slowing case setup. Create a task with mapped client details so coordinators can act same day.

Create intake task from new tax form submission

Workflow preview:

Zap details:

Overview

Stop allowing onboarding forms to sit untriaged and delay client setup; this flow converts each submitted form into a prioritized intake task so your coordinators always have the needed context. That change reduces setup lag and gets teams working on new clients the same day.

Create intake task from new tax form submission