IT: route client tax certificates into matching portal folders

IT admins missing tax certificates leave client portals incomplete. This flow copies new tax certificates into correct client portals, so client services find files fast and ops avoid manual routing.

Overview

Missing tax certificates clog client portals and force IT and client services into manual triage. This workflow ensures every uploaded tax certificate lands in the correct client portal and notifies ops, removing manual routing and preventing missed document deliveries. The result is cleaner handoffs, audit-ready folders, and fewer escalations.

Notable Features

Copy new tax certificates reliably
Route files into client portals
Notify ops when uploads occur