Create tax prep review rows for tracking client cases
Create tax prep review rows for tracking client cases
Your tax prep requests pile up in inboxes or CRMs without a consolidated list, delaying client review and filings. Bookkeeping and owner can act same day from a single review row per submission.
Overview
When tax-prep items arrive scattered across inboxes and CRMs, reviews slip and filings are delayed. This flow consolidates each submission into a single review row so bookkeeping and ownership can prioritize and resolve cases the same day.