Send prefilled tax organizer emails to returning clients
Send prefilled tax organizer emails to returning clients
Your tax organizer requests often require spouse contact lookups and missing prefilled links. It sends the right prefilled link to client (and spouse when available), completing intake same day.
Overview
Manual lookups and missed spouse addresses delay intake and add overhead to small firm operations. This workflow automatically delivers the correct prefilled organizer link to the client (and spouse when present), so your office manager can complete intake and start preparation the same day.