Prior-Year Amendment Opportunity Scanner
Flags amendment opportunities during new client onboarding or annual review — missed deductions, incorrect filing status
What This Automation Does
How It Works
Review Trigger
Prior returns received or annual review
CPA Review
Flags opportunity with estimated recovery
Amendment Pipeline
'Amendments' → 'Identified'
Client Alert
'We found missed deductions — you may be owed ${{estimate}}!'
SMS
'Great news — missed deductions found! Let's discuss: {{link}}'
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
All automated communications are consent-based with opt-out compliance.
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