Proactive Client Status Update Drip
Automated status updates sent at key milestones — documents received, return in preparation, under review, filed — eliminating inbound status calls and emails.
What This Automation Does
How It Works
Status Change in Workflow
Accountant advances return to next stage in workflow system — triggers status notification
Which Stage?
Documents Received / In Preparation / Under Review / Filed / Refund Issued
SMS Status Update
"{{firm_name}} update: Your {{return_type}} is now {{status}}. {{stage_specific_message}} Questions? Reply here."
Email Confirmation
Detailed email with stage context, next steps, and expected timeline
Goal: Zero Status Call Volume
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated SMS requires prior express consent captured during onboarding. Opt-out language required.
Canadian Anti-Spam Legislation requires express or implied consent before sending commercial electronic messages. Include sender identification and unsubscribe mechanism in all communications.
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