Send tax-filing confirmation emails to clients when complete

When tax tasks are marked complete, your clients may not get a filing update, delaying billing and closure. You receive a client-facing confirmation email so clients and partners are informed same day.

Overview

Missing client notifications leave billing and closure stuck in limbo; when a tax task is completed you need clear confirmation delivered to clients. This flow extracts the client contact from the task, sends a polished filing email, and ensures clients and partners are informed same day so billing and archival move forward.