Send rental expense request email to clients automatically

Your rental expense requests often miss the completed Excel and attachments, delaying tax prep. Receive a templated upload request so coordinators get files same day.

Overview

Incomplete client submissions force tax coordinators to spend hours chasing spreadsheets and attachments. This flow sends a tailored upload request immediately after the form, giving your tax team completed Excel files and attachments same day so they can start year-end work sooner.