Create time-tracking projects for new client tax work

Your tax engagements often lack a linked time-tracking project, causing missing time logs. Create a client-linked project so managers can log time and prep invoices same day.

Overview

Missing time projects cause lost logs and slow invoicing for tax engagements. This flow creates a client-linked time project immediately when an engagement starts and returns the project reference so engagement managers and billing staff can log and bill the same day.