Send completed T5 notification to client and associate
Send completed T5 notification to client and associate
Your completed T5 slips can arrive without clear client notice, leaving tax staff unsure of receipt for filings. Send branded notifications and delivery tracking so confirmations arrive same day.
Overview
T5 deliveries are a high-volume, time-sensitive touchpoint for accounting teams and clients; missed notices create questions and filing delays. This flow parses incoming file-ready events and sends branded emails to clients and CCs associates automatically, giving you same-day confirmations and an auditable delivery record.