Send secure scan email and update client tracking sheet
Send secure scan email and update client tracking sheet
Your scanned client mail lands unprocessed in a folder, leaving files unnamed and workflows stalled. It routes and renames scans, updates the tracking sheet, and notifies clients same day.
Overview
Scan intake is a repetitive choke point for small tax and accounting firms; unfiled PDFs delay client work and billing. This flow renames and files scans, updates your tracking sheet, and notifies the client within minutes so tax managers and client service staff can act same day.