Proactive Advisory Alert System
AI monitors tax law changes and generates personalized alerts to affected client segments with consultation CTAs
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
AI monitors tax law changes and generates personalized alerts to affected client segments with consultation CTAs.
How It Works
1
Alert Trigger
Managing partner or AI identifies relevant change
2
Affected Segments
Industry, income level, business type, state
3
AI Content
Segment-specific explanation of change and impact
4
Advisory Alert
'⚠️ Tax Alert: {{change}} — How It Affects You'
5
SMS
'Important tax update for your {{situation}}. Check email or call us.'
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
All automated communications are consent-based with opt-out compliance.