Update client filing status from incoming SMS messages
Update client filing status from incoming SMS messages
Your client filing status replies arrive by SMS and go unrecorded, delaying follow-ups and causing scheduling bottlenecks. Statuses appear in client records for tax preparers to act on the same day.
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Overview
Stop letting SMS replies sit outside client records and clog your prep queue. Route inbound messages directly into client records so preparers see status updates within minutes and can act same day to avoid filing delays.