Upload signed client PDFs into filing-year folder
Upload signed client PDFs into filing-year folder
Signed tax PDFs sit in inbox threads and aren’t linked to job records, delaying review and billing. They’re saved to the client filing-year folder and the job record is updated for same-day handoff.
Overview
Signed client documents frequently stay buried in inboxes, delaying review, tax filing, and invoicing. This flow places completed PDFs into the right client/year folder and updates the job record so teams can review and bill on the same day.