Post client update emails as internal alerts for tax team
Post client update emails as internal alerts for tax team
Your client emails about returns arrive without context, so preparers miss urgent requests and delay responses. They post as concise team alerts for same-day triage.
Overview
Client messages about returns often land in an inbox and go unseen, delaying critical responses and filings. Route qualifying client emails into concise team alerts so preparers can triage and reply within minutes, preserving same-day service and avoiding missed deadlines.