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Work Through Client Questions

Use this page when accounting work is waiting on a client answer.

Open Client Work

Use Client Work to find questions, requests, and open work items.

Client Work inbox with seeded and automation-created work items
Client Work inbox with seeded and automation-created work items

Work The Item

Review the context, update the status, and connect the answer back to the accounting workflow.

Client Work inbox with request details and status context
Client Work inbox with request details and status context

Check Before You Leave

The client answer should be applied back to the transaction, document, reconciliation, or report that needed it.

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