Warm the season before it opens
Six sequences with visible enrollment. Not a marketing automation builder.
Warms prior-year clients before season opens. Three touches across December.
Every year we hear from clients in April who wish they had started in January. Reply and we'll book you a slot before the rush.
Enrolls any return with outstanding documents. Escalating cadence. Exits on document received.
You have documents outstanding on your portal. Uploading now takes 30 seconds and keeps your return on track.
Enrolls unsigned e-file authorizations. Exits on signed.
Your 2025 return is ready. Sign the e-file authorization on the portal and we'll transmit today.
Enrolls clients flagged for 1040-ES. Fires before each quarterly date.
Your Q1 2026 estimate is coming up. If your income is similar to last year, use the safe harbor amount on the attached voucher.
Enrolls returns flagged on extension. Fires at 30, 14, and 3 days before the extended deadline.
Your extended 2025 return is due September 15. Anything outstanding on the portal will take priority in the last two weeks.
Fires 30 days after Accepted. Carries the cross-sell mention.
Your 2025 return is filed. Two things clients often forget to ask about: quarterly estimates for the year ahead, and — if you're buying or selling property — our sister brokerage AccuRealty handles that side.