Tax Deadline Countdown Sequence
Escalating reminders for key deadlines — April 15, March 15, quarterly estimates, extensions
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Escalating reminders for key deadlines — April 15, March 15, quarterly estimates, extensions. Clients receive urgency reminders as deadlines approach.
How It Works
1
Deadline Countdown
30, 14, 7, 3, and 1 day before each deadline
2
Filed?
Skip if 'filed' tag present
3
30-Day Warning
Friendly reminder with checklist
4
14-Day Alert
'Deadline in 2 weeks. Send docs ASAP: {{link}}'
5
7-Day Urgent
Consequences + extension option
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.