Save signed tax returns into year-specific archive folder
Save signed tax returns into year-specific archive folder
Your signed corporate tax returns arrive by email and get buried, delaying filing and client records. Files are saved to the year folder for immediate access ahead of filing deadlines.
Overview
Signed tax returns often sit in inboxes and create last-minute scrambling for filing. This flow extracts signed PDFs and places them into a year-specific drive folder so tax preparers can access final returns within minutes ahead of filing deadlines.