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Create proactive tax letter and client draft email

Create proactive tax letter and client draft email

Your clients' tax prep lacks consolidated notes when tasks finish, creating confusion for their accountants. It delivers a client-ready tax letter and email draft for sharing the same day.

Create proactive tax letter and client draft email

Overview

Stop scrambling to compile client tax notes every season; this flow creates a consolidated tax letter and draft email as soon as a workflow step finishes. Advisors and client service staff can review and share CPA-ready summaries the same day, reducing last-minute follow-ups.

Create proactive tax letter and client draft email