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Create organized tax package files into folder structure

Create organized tax package files into folder structure

Your tax package attachments arrive unfiled, forcing manual routing and losing entity context. It files documents into the correct folders by extracted IDs so your tax team finds files same day.

Create organized tax package files into folder structure

Overview

Stop manual tax file shuffling that delays reviews and filings; this flow captures attachments from your tax tracker and files them into the right entity folders automatically. Your tax team will have review-ready documents available same day.

Create organized tax package files into folder structure