Set tax prep dates from deal stage changes
Set tax prep dates from deal stage changes
Your tax prep deal records lack consistent stage timestamps, causing handoff confusion and billing delays. Coordinators gain clear routing and billing visibility so invoices can be ready same day.
Overview
Deal stage changes should drive clear handoffs — not manual status checks. This flow stamps stage-specific dates on the deal, logs a row for your prep tracker, and pings the owner so coordinators and billing staff get same-day visibility.