Automated Missing Document / Organizer Follow-up Workflow
T
Trey Birt
Firms want an automated way to track and follow up on missing client documents during organizer or document collection, rather than manually tracking which clients still need to submit which items.
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J
Jorge Rivera
Agreed! Letting a client check a box next to questions that require an attachment that say (Remind me to attach this later). If a client selects this box on an organizer, FC would then create Client Task requests that automatically (manual is okay as well) get sent to client. For instance, allow a client to submit an organizer now, but upload K-1s or 1099s later that don't arrive early in tax season traditionally