Keep accounting client contacts current for assignments and follow-up

Accounting owners receive engagement letters with missing client contacts, risking assignment delays and deadline risk. It creates or updates client records from each form so assignments and follow-up start without delay.

Overview

Missing or outdated client contacts create assignment delays and deadline risk for small accounting firms. This workflow captures every engagement letter and keeps client records current so assignments and follow-up start without delay. Expect fewer missed follow-ups and cleaner contact data for billing and compliance.

Notable Features

Create or update client contacts
Assign tasks to responsible staff
Notify owner and assigned coordinator