Tax Extension Filing & Follow-Up
Manages the entire extension process: filing, notification, new deadline setup, and post-extension sequence ensuring com
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Manages the entire extension process: filing, notification, new deadline setup, and post-extension sequence ensuring completion before October 15.
How It Works
1
Extension Needed
Deadline approaching, docs incomplete
2
File Extension
Prepare and file Form 4868/7004
3
Confirmation
What extension means, estimated payments, new timeline
4
SMS Confirm
'Extension filed. New deadline: Oct 15. Taxes still due now.'
5
Pipeline
Move to 'Extension Filed'
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.