Automated Return Status Updates
Keeps clients informed as returns move through stages: Docs Received → In Prep → Ready for Review → Filed → Refund Track
What This Automation Does
How It Works
Stage Change
Return moves to new pipeline stage
Which Stage?
Determine message for stage
Docs Received
'All documents received. In queue for preparation. Est: {{date}}'
In Preparation
'Return being prepared by {{cpa_name}}. We'll notify when ready.'
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
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Consent-based messaging with opt-out compliance.