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