Send prep emails for booked tax appointments to clients
Send prep emails for booked tax appointments to clients
Your booked appointments often lack completed intake forms, delaying tax prep. It sends tailored intake emails with required forms so coordinators get uploads five days before meetings.
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Overview
Booked meetings without completed intake forms cause prep delays and lost capacity for tax preparers. This workflow sends the right forms immediately after booking and updates the appointment record, so intake coordinators receive uploads at least five days before meetings and your team can start work on time.