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Update mandate tracking and notify owner from emails

Update mandate tracking and notify owner from emails

Your mandate tracker goes out of date when clients drop supporting documents, leaving owners without context. Keep records current and notify the right owner so tasks proceed the same day.

Update mandate tracking and notify owner from emails

Overview

When clients drop supporting documents without a status update, your small tax team wastes time chasing context. This flow keeps the mandate tracker current and pings the assigned owner within minutes so follow-ups happen the same day.

Update mandate tracking and notify owner from emails