Tax Law & Regulatory Update Newsletter
Monthly newsletter with tax law changes, deduction opportunities, and financial planning tips
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Monthly newsletter with tax law changes, deduction opportunities, and financial planning tips. Positions firm as trusted advisor and creates upsell opportunities.
How It Works
1
Newsletter Trigger
Monthly or breaking change
2
Segment
Individual, business, high-net-worth
3
Newsletter
Tax law changes, tips, strategies, deadlines, firm news
4
Track Engagement
Opens, clicks, article engagement
5
High Engagement?
Clicks on advisory content
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.