Send generated tax code PDFs to client and proxy
Send generated tax code PDFs to client and proxy
Your generated tax-code PDFs sit unemailed and clients can't sign, stalling intake and delaying filings. Get forms to clients for signature the same day so coordinator can close intake ahead of filing.
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Overview
Stop waiting for manual sends and missing signatures to stall onboarding. This flow sends generated tax-code and proxy PDFs to clients the moment they are produced, giving project coordinators same-day signed forms and faster intake handoffs.