Move client tax files into matching client folders
Move client tax files into matching client folders
Your unfiled tax PDFs in the intake folder delay client reporting and make billing prep harder. Move files into the correct client folder so advisors and ops can act on them same day.
Overview
When tax PDFs sit in a shared intake folder, advisors and billing staff waste time searching and prep slips later in the cycle. This flow automatically finds the matching client record and places the file in the client's folder, giving advisors same-day access and reducing delays before billing.