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Categories Tasks & Workflow
Created by Guest
Created on Aug 24, 2026

Notifications to Managers

It would be good for the Managers to get a notification of end of year accounts a couple of months after the year end so they can give the client a nudge. We do no use automated emails to client as we prefer a personal touch from our Manager listed specifically what we require. For some clients this is the only time we interact with them so we need to be personal.

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