Automation & MCP
How can a firm automate verifying that clients' LLC/entity status is still active in their state?
6:05From the May 20 call · OpenAccountants Skills, MCP Servers for QBO, and Token Strategy
One firm built a script that runs weekly and pulls every client's entity via API to verify their LLC is still active in the state (in their case, Texas). This replaced a manual process of periodically printing entity status confirmations, which the member had done at a previous firm.
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