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Update intake records and attach short links from emails

Update intake records and attach short links from emails

Your questionnaire emails sit untracked in inboxes, delaying client intake and slowing tax prep. It extracts IDs and short links into your tracker so preparers can begin review same day.

Update intake records and attach short links from emails

Overview

When questionnaire emails pile up untracked, intake stalls and tax prep is delayed. This workflow captures each submission, creates a saved document, shortens the link, and updates your tracker so preparers can start review same day.

Update intake records and attach short links from emails