Automated Return Status Updates
Keeps clients informed as returns move through stages: Docs Received → In Prep → Ready for Review → Filed → Refund Track
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Keeps clients informed as returns move through stages: Docs Received → In Prep → Ready for Review → Filed → Refund Tracking. Eliminates 'Where's my return?' calls.
How It Works
1
Stage Change
Return moves to new pipeline stage
2
Which Stage?
Determine message for stage
3
Docs Received
'All documents received. In queue for preparation. Est: {{date}}'
4
In Preparation
'Return being prepared by {{cpa_name}}. We'll notify when ready.'
5
Ready for Review
Summary, review instructions, e-sign link, portal access
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
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
Consent-based messaging with opt-out compliance.