Send voicemail and missed-call alerts to tax pros

Your client call recordings and missed-call notes lack owner context and delay callbacks. Route call context into a tax-pro alerts channel so callbacks are prioritized same day.

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Overview

Unrouted voicemails and missed calls leave client requests unaddressed and slow down tax work. This flow delivers caller context and recordings directly to intake coordinators and named tax pros so callbacks are prioritized within minutes and same-day triage is possible.