20d • General discussion
Let’s Talk Systems & Automations
Tax preparers: If your business depends on you remembering every follow-up, your system is already broken.
Before tax season, set up one simple automated client workflow:
1️⃣ Inquiry received → Send an instant response with your booking or intake link
2️⃣ Intake submitted → Send a confirmation and document checklist
3️⃣ Documents missing → Trigger an automatic reminder
4️⃣ Return completed → Send payment and signature instructions
5️⃣ Return accepted → Send a thank-you message and referral request
Automations don’t replace the personal touch—they make sure your clients receive consistent communication even when you’re busy preparing returns.
Start by automating the ONE task you repeat the most. What part of your client process takes up the most time right now? Drop it below, and let’s talk systems.
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Let’s Talk Systems & Automations
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