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Create signed client invoices and update CRM deals

Create signed client invoices and update CRM deals

Your completed client forms leave PDFs unlinked to deals and invoices, delaying billing. Clients are billed same day while documents are linked to deals and invoices are sent.

Create signed client invoices and update CRM deals

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Overview

When signed tax PDFs land unlinked, billing stalls and clients wait for invoices; that eats cash flow and creates extra chasing. This flow turns each completed intake into a signed document linked to the deal and pushes invoice updates so your small tax practice can bill clients the same day.

Create signed client invoices and update CRM deals