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Create tax return project and subtasks for new client

Create tax return project and subtasks for new client

Your accepted tax proposals create manual setup work that delays staff assignment and document prep for returns. Your tax team starts work same day, improving deadline readiness.

Create tax return project and subtasks for new client

Overview

Signed engagements should kick off work immediately rather than sitting in an inbox; this routes accepted proposals into a project with a checklist and assigned owners so your team can start same day. That improves deadline readiness and frees managers to focus on client advising before filing windows.

Create tax return project and subtasks for new client