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