Year-End Tax Document Delivery
Automated delivery of tuition statements, tax receipts, and FSA documents
StandardEducationSaves 3-5 hours/week
What This Automation Does
Year-End Tax Document Delivery automates the entire process from trigger to completion. This simple workflow uses SIS Billing, Document Generator, SMS to deliver measurable results. Expected impact: Eliminates Q1 admin burden, builds parent trust.
How It Works
1
January 15th
Annual cycle
2
📊 Generate Statements
Compile annual tuition, EIN, childcare credit info
3
📧 Email: Tax Documents
Annual statement, tax ID, FSA info
4
📱 SMS: Docs Ready
"Your {{year}} tax statement is ready! 📊 Check email or portal: {{link}}"
5
1 Week
Reminder
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
FERPA
Student data protected under FERPA. No PII shared in automated messages.