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If you do bookkeeping, payroll or any other work that requires clients to upload documents or perform other repetitive actions on a regular basis, sending a message with client tasks is a powerful tool to automate the process.
Use Case
Client Portal Update: Option to Show Client Tasks in Email Notifications
If you do bookkeeping, payroll or any other work that requires clients to upload documents or perform other repetitive actions on a regular basis, sending a message with client tasks is a powerful tool to automate the process.