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Create tax prep tasks from signed client proposals

Create tax prep tasks from signed client proposals

Signed proposal tasks lack client context for preparers, causing start delays and missed handoffs. Create complete tax-prep tasks automatically so preparers can start work same day.

Create tax prep tasks from signed client proposals

Overview

Signed proposals often sit without an actionable task, which delays starts and burdens preparers with manual setup. This workflow creates fully mapped tax-prep tasks with client context within minutes, so preparers can start same day and operations can avoid handoff gaps.

Create tax prep tasks from signed client proposals