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Client Maintenance Sheet

Please fill out all applicable sections on this form - ONLY SUBMIT EACH ONE  ONCE. If you are unsure of it being submitted or if you have changes please Teams message or email Tommy Marino. Please note that it can take up to a few hours for the automations to refresh and to get a confirmation email of your submission.
Client Information: (Mandatory)
This is the person who brought the client or principal to the firm & gets credit.
Reporting & Billing Groups
**Note**Related  entities will be grouped together for reporting purposes only.  This has nothing to do with billing groups.
Marketing
Project Setup & Tracking
Budgets
The hours estimated for return prep and review are required for Workflow and cannot be 0. Please be advised that any forms submitted with 0 will cause delays in client setup. If you do not know this information, please defer to the PIC or BM on the account.
Request Submitted By
Our standard turnaround time outside of tax season is 1-2 business days, but during tax season, it may take extra time due to the high volume and steady influx of requests that our small team handles. A due date will help us prioritize and manage the order of incoming requests. Please note that a request sent on a Saturday or Sunday does not count towards the turnaround time allotted.
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