Update related annual accounting deal on tax acceptance
Update related annual accounting deal on tax acceptance
Your accepted income tax deals leave related annual accounting deals out of sync and stall client handoffs. Keep the matching annual deal updated so handoffs happen promptly.
Overview
When an income tax deal moves to Accepted, the matching annual-accounting deal should move with it so account managers see consistent pipeline stages. This removes manual edits and ensures handoffs occur within minutes, reducing missed follow-ups.