Initiate request for tax return documentation in Content Snare when proposal is accepted in Ignition
Initiate request for tax return documentation in Content Snare when proposal is accepted in Ignition
Initiate requests for tax return documentation in Content Snare when a proposal is accepted in Ignition. This ensures efficient collection of necessary information, speeding up your onboarding process for individual tax services.
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Overview
Initiate requests for tax return documentation in Content Snare when a proposal is accepted in Ignition. This ensures efficient collection of necessary information, speeding up your onboarding process for individual tax services.