Create tax engagement projects from received client payments
Create tax engagement projects from received client payments
Your payment records arrive without a linked project, leaving intake teams unsure which engagement to start. It creates the project record and notifies managers so teams can begin work the same day.
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Overview
When client payments land in accounting, projects should be ready before intake meetings. This flow turns payments into pre-configured engagement projects and broadcasts a management alert, so your engagement and delivery teams can begin client work the same day and avoid manual handoffs.