Record accepted proposals and alert billing and onboarding

Accepted proposals left unlogged delay billing and onboarding at your CPA firm. This captures proposal details into a central tracker and alerts owners so invoicing and onboarding begin same day.

Overview

When accepted proposals never make it into operations, invoicing and client onboarding stall. This flow records each acceptance and pings billing and onboarding owners so invoicing can start same day and onboarding proceeds without delay.