Update client status and log when file deposits arrive
Update client status and log when file deposits arrive
Your deposit emails arrive untagged, leaving mandate status and document logs out of date and slowing processing. Updates and logs are applied automatically so your tax team can review files same day.
Overview
When clients upload supporting documents, trackers can fall out of sync and tax work stalls; this flow updates client rows and appends document logs automatically so your senior tax team sees ready-to-review files same day. That frees specialists from manual updates and keeps filings on schedule before the next billing run.