Send SS-4 signature request and log to CRM
Send SS-4 signature request and log to CRM
Your SS-4 signature links on case records sit unsigned and stall filings, delaying EIN submission. Send and log signature requests so filings proceed the same day and coordinators have CRM visibility.
Overview
Unsigned SS-4 links stall filings and force coordinators into manual follow-up. This flow sends the signature request immediately, logs the outreach as a CRM engagement, and updates the case so filings can move forward same day with a clear audit trail.