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For accountants: ensure reviewed client folders before creation

For accountants: ensure reviewed client folders before creation

Accountants face premature folder creation that breaks audit controls. It logs every contact to an approval table and notifies the accountant so folders are only created after reviewer sign-off.

For accountants: ensure reviewed client folders before creation

Overview

Accountants risk compliance and audit failures when client folders are created without reviewer sign-off. This workflow enforces a review gate, alerts the accountant, and records every decision so folders are only created after approval, preserving an auditable trail and eliminating missed approvals.

Notable Features

  • Add individual to approval table
  • Notify the accountant for review
  • Create client folder after approval

For accountants: ensure reviewed client folders before creation