Update task status when client tag indicates completion
Update task status when client tag indicates completion
Your client messages with questionnaire tags leave task records out of date and slow return preparation. The workflow updates task status and records submission dates the same day.
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Overview
Tagged client messages often leave task trackers stale and stall return prep; that costs time ahead of deadlines. This flow updates the related task status and records submission dates within minutes so your tax preparers can proceed the same day.