The Power of Automated Reminders

Dec 7, 2022 | Automations

As a busy Tax Professional, the last thing you want to spend your valuable time doing is chasing down your clients. Whether you’re missing important documents from them, they haven’t paid an invoice, or they still need to sign their tax return, you could spend endless amounts of time trying to keep them all in line. In fact, obtaining correct data and information from clients is one of the biggest struggles that many Tax Pros face.

If you’re still chasing down your clients the old-fashioned way (i.e. personal email, text, or phone calls), then I’d like to invite you to a new way of thinking. It’s no secret that automation in business is simplifying and streamlining more tasks. But there’s one automation tool that you may not be utilizing yet…The automated reminder!

Using automated reminders in your practice will do two things: they will save you and your team valuable time and energy while also ensuring that nothing slips through the cracks. There’s nothing worse than waking up in the middle of the night because you forgot to send your client that reminder that you were thinking about all day! By implementing automated reminders, you can rest assured knowing that everyone is being handled with a professional touch.

Automation tools like TaxDome make creating and sending automated reminders as easy as 1-2-3! Not only can you send automated reminders to your clients for monthly items such as bookkeeping or payroll, but you can also send them to clients who are in your tax prep pipeline! These amazing little “auto-nags” can literally save you and your team dozens of hours chasing down clients.

In TaxDome, you can also send messages to your clients that require them to complete a task. The automation will continue to send them reminders until they check off the task box. You can even send mass emails or messages to certain clients depending on where they’re at in your pipeline. That means you can save yourself from having to send the same message 50 different times and in 50 different ways.

That is the POWER of automated reminders. Start saving yourself some valuable time and energy this upcoming tax season…Deploy automated reminders in your automation tool of choice and watch as your life gets dramatically easier!

Want a step-by-step breakdown of how this works within TaxDome? Check out this awesome training in our FREE Facebook group!

Already a TaxDome user and need help setting up your automated pipeline workflows? Check out our 12-month program Workflows for Tax Pros!

It’s the ONLY program that shows you how to implement TaxDome into your tax practice with easy-to-follow training.  Now you can master TaxDome, create an excellent client experience, and finally start increasing your profit and time freedom!

 Learn more about Workflows for Tax Pros and streamline your business today!

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Hey Tax Pro!

Hi! We’re Jamie and Jessica, the dynamic duo behind Workflows for Tax Pros.

With a combined 20 years in business, we’ve learned a thing or two about building successful, streamlined businesses that enable professionals like you to build lives they love.

Our goal with this blog is to provide Tax Pros like yourself resources to build a profitable, peaceful tax practice that you can scale without creating more stress!

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