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Update task role assignments from new client files

Update task role assignments from new client files

Your tax prep file uploads lack role context, so reviewers and managers are often missing from tasks. It assigns manager and reviewer roles to tasks so handoffs finish the same day.

Update task role assignments from new client files

Overview

When client files land without role context, tasks sit idle and deadlines slip; this is especially painful during tax season. This workflow assigns managers and reviewers to each tax-prep task automatically, so ownership is clear and handoffs complete the same day.

Update task role assignments from new client files