AU Tax - Ability to schedule client tax return emails to be sent for signing
Can XPM/Xero tax add a scheduled send feature? So that we can schedule tax returns/BAS returns to be sent at a set time and day to the client for signing? Content snare, Outlook etc all have these features and its very much missing from XPM.
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Jackie Doorly
shared this idea
Hi Jackie, thanks for bringing this idea forward.
We understand you’re looking for an option to schedule tax return emails for signing, so client communications can be sent at a time that works best for your practice and clients.
Having more control over when signature requests are delivered could help practices manage busy tax periods more efficiently.
We’ll continue to track feedback and interest from the community for this idea. Please keep sharing your workflows and use cases here.
