Your expertise is providing financial clarity. But your reality, especially from January to April, is chasing clients for documents and drowning in administrative tasks. What if you could automate the entire client communication process, creating a calmer tax season and more capacity for high-value advisory work year-round?
Find My AI EmployeeThe Challenge: Managing the massive influx of appointments, secure document collection, and status updates for hundreds of tax clients in a compressed timeframe.
The Corevo Digital Way: In January, you trigger an email campaign to your client list. The email explains your process for the year and includes a link to your Online Booking calendar to schedule their tax prep appointment. After booking, an Automated Workflow sends them a confirmation and a link to your Secure Client Portal where they can fill out a digital organizer and upload their W-2s, 1099s, and other documents. The system sends automatic reminders for both the appointment and the document submission deadline, dramatically reducing manual follow-up from your staff.
Powered by: Online Booking, Secure Forms/Portal, & Automated Reminders.
The Challenge: Efficiently managing monthly bookkeeping or payroll clients while creating opportunities to offer higher-margin advisory services.
The Corevo Digital Way: Your monthly bookkeeping clients are tagged in your CRM. On the 5th of each month, an automated workflow sends each client a personalized reminder to upload their bank statements and expense reports to the secure portal. In Q4, you can create a new automation that emails all your business clients, inviting them to a "Year-End Tax Planning" consultation, helping you generate new revenue from your existing client base.
Powered by: CRM, Marketing Automation, & Secure Forms/Portal.
This entire secure client workflow is designed to complement your professional tax software and is managed from one platform:
Let clients book their own tax preparation appointments, reducing phone calls and scheduling conflicts.
Provide a secure, encrypted environment for clients to upload sensitive financial documents.
Eliminate manual follow-up with automated reminders for appointments and document submissions.
Track client relationships and manage opportunities for advisory services year-round.
Stay connected with clients through targeted communications and marketing campaigns.
Streamline billing with automated invoicing and secure online payment processing.
Streamline your entire tax season workflow, from engagement letters and organizers to appointment booking and document collection.
Automate monthly document collection reminders and provide clients with a secure, easy-to-use portal for statements.
Nurture leads for high-value advisory services and schedule paid consultations with an integrated, professional system.
We understand that protecting client data is your most critical professional and ethical responsibility. Our platform is built on a secure infrastructure with end-to-end data encryption. Our Secure Client Portal feature allows you and your clients to upload and exchange sensitive documents in a protected environment, far more secure than standard email.
No. Your tax and accounting software are essential for compliance and preparation. We are the powerful client-facing communication and practice management platform that surrounds those tools. We handle getting client data to you efficiently and managing all the communication around the core work you do in your professional software.
Yes. Our secure forms feature can be used to send engagement letters and other documents for digital signature, creating a seamless and fully-documented onboarding experience.
Absolutely. Our payment tools allow you to set up automated, recurring invoices and payments for your ongoing service clients.
It's time to trade administrative chaos for automated efficiency. Let Corevo Digital handle the client communication, document chasing, and reminders, so you and your team can focus on high-value work that grows your firm.
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