For accounting ops: create projects when signature requested
For accounting ops: create projects when signature requested
Operations officers miss engagements and delay billing when 'Signature Request' stays only in the tracker. Create a practice management project on status change so accountants start engagements quickly.
Overview
Missed signature requests mean missed billable work and compliance risk for small accounting firms. This flow turns every 'Signature Request' into a practice management project, ensuring accountants begin engagements quickly and eliminating follow-up gaps. The result is cleaner handoffs, fewer missed engagements, and consistent billing starts.
Notable Features
- Create projects from status changes
- Map tax return fields to project
- Notify operations and accounting staff