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Create review task and store client questionnaire files

Create review task and store client questionnaire files

Your client questionnaires arriving by email sit unprocessed and delay return preparation. You get stored files, an updated client status, and a review task within hours.

Create review task and store client questionnaire files

Overview

Questionnaire emails often sit in the inbox and slow return prep and client follow-up. This flow captures the file, updates the client record, and creates an owner task so your EA or preparer can act within hours and avoid filing delays.

Create review task and store client questionnaire files