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Create tax intake task from client file submissions

Create tax intake task from client file submissions

Client file requests sometimes arrive unassigned, delaying tax prep and causing follow-ups. This routes submissions into your intake queue with attachments and owner assignments for same-day starts.

Create tax intake task from client file submissions

Overview

When client-submitted tax files arrive without a clear owner, preparation stalls and your small team spends time chasing paperwork. This flow routes submissions into a structured intake queue, attaches files, and assigns owners so client services coordinators can start same-day.

Create tax intake task from client file submissions