Tax Organizer Distribution & Collection
Distributes customized tax organizers pre-populated with prior-year data to returning clients in December/January
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
Distributes customized tax organizers pre-populated with prior-year data to returning clients in December/January. Tracks completion and sends reminders.
How It Works
1
Distribution Launch
December 1
2
Returning Client?
Active clients with prior-year return
3
Generate Organizer
Pre-populate with prior-year income, deductions, dependents
4
Organizer Email
'Your {{year}} Tax Organizer is Ready! 📋' — Instructions + early-bird incentive
5
SMS Alert
'Tax organizer in your email! Complete early for priority scheduling.'
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.