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Create onboarding task and add contact from intake form

Create onboarding task and add contact from intake form

Your engagement-letter form submissions often sit untriaged, delaying client setup and preparer assignment. They become contact records with an assigned onboarding task for your preparers the same day.

Create onboarding task and add contact from intake form

Overview

Engagement letters that sit unprocessed stall client starts and burden your small team; this flow converts each intake into a contact and an owner-assigned onboarding task. Your preparers receive a ready client record and a same-day task, so work begins faster and client setup completes before the next billing run.

Create onboarding task and add contact from intake form