Keep IT inbox attachments organized by client and year
Keep IT inbox attachments organized by client and year
IT admins watching the intake mailbox miss tax attachments and cause misplaced documents. This flow names files by client ID and year and moves them to Pending so tax ops start review sooner.
Overview
Misplaced or inconsistently named tax attachments cause handoffs and processing delays. This workflow ensures every attachment lands in the Pending folder with a client ID and year, eliminating manual renaming and creating a consistent intake stream so tax operations can begin review without extra steps.
Notable Features
- Capture attachments from intake mailbox
- Rename files with client ID year
- Move standardized files to Pending