Update tax client records from intake and notify ops
Update tax client records from intake and notify ops
Your tax intake forms without a matching client record stall preparers and leave billing incomplete. It updates the client record and notifies ops so cases are ready same day.
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Overview
When intake submissions don't link to a client, preparers and billing stall and deadlines slip. This flow writes form answers into the right client record and alerts ops so cases are ready for processing the same day.