Send recalculated DAS and INSS guides to clients
Send recalculated DAS and INSS guides to clients
You get recalculation rows with DAS/INSS PDFs, leaving clients waiting and staff doing manual sends. The workflow emails the guides and updates the record so filings are ready same day.
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Overview
Recalculated tax guides sitting in a queue mean delayed filings and extra manual work for your small team. This workflow turns each new recalculation row into a delivered client email and a recorded status update, ensuring guides reach clients same day and your billing process stays on schedule.