Support ops keep tax-prep onboarding on track for owners

Support ops coordinators miss onboarding details when tax-prep acceptances land in finance inboxes, causing client confusion and filing risks. Notify deal owners and kick off onboarding.

Overview

Missed handoffs on tax-prep acceptances create client confusion and filing risk for support ops. This workflow notifies deal owners, attaches proposal and pricing, and creates onboarding tasks so delivery starts and missed follow-ups are eliminated.

Notable Features

Notify deal owners and ops
Attach proposal, pricing, and metadata
Create onboarding tasks in project tool