Update client work item when file is completed
Update client work item when file is completed
Your completed tax return emails don't update client items, leaving statuses stale and follow-ups unassigned. It updates the item status and date so billing sees completion same day.
Overview
When completed-file emails sit in your inbox, status updates and invoicing get delayed and coordinators spend time chasing records. This flow turns those emails into updated work items so billing and program coordinators see completion same day and can start invoicing immediately.