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.
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
$1,499
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 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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