Tax admins send onboarding form when engagement accepted
Tax admins send onboarding form when engagement accepted
Senior administrators miss client documents when accepted engagements go unaddressed, stalling tax return prep. Automated emails send the onboarding questionnaire so tax admins can begin returns without manual outreach.
Overview
Senior administrators can't start accurate returns without complete client intake, which causes last-minute scrambling and risks filing readiness. This workflow sends the onboarding questionnaire on engagement acceptance and routes responses into your tracking sheet and inbox, so tax admins begin returns promptly and manual follow-up is eliminated.
Notable Features
- Send onboarding questionnaire via email
- Log client details to spreadsheet
- Notify tax admins of missing responses