CPA partner intake received

Thanks — we’ve got the file.

SegBasis will review the intake, determine whether the file looks like a feasibility-first, full-study, or reviewer-assisted fit, and follow the coordination path you selected.

What happens next:
  • We review the property basics, basis range, and documentation level.
  • We decide whether the file looks better suited for a feasibility snapshot or a fuller study path.
  • We follow your requested coordination path — through your firm first, copied communication, or direct client contact if you approved it.
  • If the file needs more information before scoping, we’ll tell you exactly what is missing.
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