additional information prior to tax preparation

qount uploaded additional information

Haunani receives additional documents

Haunani reviews client checklist, makes a note that it is uploaded

Haunani assigns the task back to import review/Alena

drop off additional information

SA receives additional documents

SA scans additional documents

SA reviews client checklist, makes a note that it is uploaded

SA assigns the task back to import review/Alena

emailed additional documents

if received by Michele or Admin, forward to tax email

Alena moving additional documents to Haunani’s folder and flag email

Haunani uploads it to qount and unflags it and archive email after completed