Create or update year-end task from client record
Create or update year-end task from client record
Client records update without matching year-end bookkeeping tasks, leaving relationship owners unsure about required filings. The workflow creates or updates tasks with assignee and client context so work starts same day.
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Overview
When client records change, this flow ensures the corresponding year‑end bookkeeping task exists and is assigned with client context. That reduces prep delays and gets accounting owners working on filings the same day.