Tax Deadline Reminder & Document Collection Drip
Automated per-client reminder sequences kick off 8 weeks before each tax deadline — collecting documents, chasing missing items, and confirming readiness so nothing slips through.
What This Automation Does
How It Works
8 Weeks Before Deadline
Deadline calendar triggers per-client sequence based on return type (T1, T2, T3, 1040, 1120, etc.)
Week 8: Document Request
"Tax season is starting! Please upload your documents by {{upload_deadline}}: T4s/W-2s, investment slips, receipts. Secure upload: {{link}}"
Wait 2 Weeks
Allow time for document gathering
Documents Received?
Check document portal — are required items uploaded? If not, send reminder.
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
Extension filing reminders must be sent with sufficient lead time for timely filing. Firm is responsible for ensuring accurate deadline dates per IRS/CRA calendar.
All automated SMS requires prior express consent. Opt-out language 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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