The “Pre-Tax Season Warm-Up” System — Automate Prep Before It Gets Crazy

Advanced Tactic:

Start your tax season in October — by pre-tagging and prepping clients inside GHL so reminders, forms, and follow-ups are automatic by January.

Mini-SOP:

Filter clients by service type (Tax Only, Bookkeeping + Tax, etc.).

Tag them in GHL with “Tax Season 2025.”

Create a workflow trigger: “When tag added → send prep checklist email.”

Add conditional logic: If client hasn’t opened email in 3 days → send SMS reminder.

Track submission rate to spot who needs manual follow-up.

Template Snippet:

Trigger: Tag Added → “Tax Season 2025”

Action 1: Send Email – “2025 Prep Checklist”

Action 2 (Wait 3 days): If unopened → Send SMS

Message: “Hey [Client Name], just checking you saw your prep checklist. Can you confirm receipt?”

KPI to Track:

📊 Prep Completion Rate — % of clients who submit all docs before Jan 31.

Goal: 80% or higher = smooth February.

Next Action ✅:

Run your “Tax Season 2025” GHL Tag Audit today — tag all active tax clients and load their prep workflow.

0 comments

skool.com/iam-ta-university-plus-2593

Tax pros, bookkeepers & accountants:

- Build a 6-figure virtual firm with weekly coaching

- Proven templates

- Systems to land premium clients

Leaderboard (30-day)