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Stage 1 β Client onboarding: form to folder in seconds
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Stage 2 β FBR & SECP alerts: 7, 3, 1 day warnings, every client
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Stage 3 β Invoice follow-ups: 3 escalating reminders, auto-stop on payment
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Stage 4 β Tax data collection: automated document requests with checklist
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Stage 5 β New client outreach: personalised emails based on pain point