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Generate 7216 disclosure and route signature to client

Generate 7216 disclosure and route signature to client

You get updated sheet rows that require a 7216 disclosure; missing signatures delay client setup. It creates the disclosure and routes it for signature so records are signed and billing-ready same day.

Generate 7216 disclosure and route signature to client

Overview

Manual drafting and routing of regulatory disclosures slows client onboarding and defers billing. This flow auto-generates the Form 7216, issues a signature request, and alerts the assigned coordinator so signatures and billing-ready records happen the same day.

Generate 7216 disclosure and route signature to client