Send completed tax packet and invoice to client
Send completed tax packet and invoice to client
Your intake survey submissions produce unsigned tax PDFs and unrecorded invoices, delaying client filing. Rename and upload files for e-sign, update the invoice, and email the client same day.
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Overview
Stop chasing unsigned PDFs and late invoices — this flow turns a completed intake form into a named e-sign packet and an updated invoice sent the same day. Your billing staff and client coordinators get predictable handoffs and fewer collection follow-ups.