Extension Filing Alert Sequence
Automated alerts trigger when document collection is incomplete 3 weeks before the filing deadline — prompting the accountant to contact the client and file the extension before the window closes.
What This Automation Does
How It Works
21 Days Before Deadline
System checks document completion status for all active returns
Documents Complete?
If all required docs received and return in prep queue: no action needed
Staff Alert: Extension Risk
"CLIENT AT RISK: {{client_name}} — {{return_type}} deadline {{date}}. Missing: {{missing_items}}. Extension needed?"
Auto-Draft Extension Form
Pre-populate extension form (4868/7004/8868) with client details for staff review and submission
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Extension forms must be reviewed and authorized by a licensed CPA or enrolled agent before submission. Automation assists preparation only — human approval required.
Canada Revenue Agency regulations require proper record retention and audit trails for all automated bookkeeping and financial data processing workflows.
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