Update closed won deal and start client folder
Update closed won deal and start client folder
Your signed tax engagement proposals without a closed-won deal leave onboarding stalled and client files unorganized. You get a closed-won status and a populated client folder ready same day.
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Overview
When a signed tax engagement lands, your small team needs billing and onboarding ready immediately to avoid start-up friction. This flow marks the deal closed-won, creates the client folder and intake checklist, and notifies sales so onboarding can start same day.