Last year's clients rebooked in February
Your best clients are the ones who came last year. She calls each one in February, books them before the walk-in lineup starts, and tells them which slips to wait for.
Your list of last year's clients, as soon as you open bookings for the new season.
Calls, books a sit-down or drop-off, reminds them which slips they had last year.
A booked March before March starts, and a list of clients who moved or went elsewhere.
How it works
- Starts with last year
Every household you filed for, with last year's appointment type, preparer and the slips on their return.
- Calls in February
After slips start arriving and before the walk-in rush, at the hours you set.
- Books their way
Sit down with their preparer, drop off and pick up later, or send everything through the upload link.
- Lists their slips
"Last year you had a T4, a T4A from your pension and RRSP receipts." So nothing gets forgotten at home.
- Asks what changed
A new job, a baby, a move, a spouse who retired, a rental. Each one is noted so the right time slot is booked.
- Gives this year's price
From your price list, for their kind of return, when they ask.
Example call
- AI agentHi Mrs. Arsenault, it's Emma from Northend Tax in Sudbury. We're booking for this tax season. Would you like your usual time with Linda?
- CustomerOh, yes please. Same as last year.
- AI agentLovely. Last year you had your CPP and OAS slips, your pension T4A and your donation receipts. Anything new this year?
- CustomerWell, my husband passed in the fall.
- AI agentI'm so sorry. Thank you for telling me. Linda will want a little longer with you, so I'll book an hour. Does Wednesday March 10th at 10 work?
- CustomerThat's fine, dear.
- AI agentYou're booked. I'll mail you a reminder card, and Linda will have a list for anything of his she'll need.
After the call: Linda's schedule shows a one-hour Wednesday 10:00 with "spouse passed fall 2026, final return for him likely" noted, so she plans for both returns before Mrs. Arsenault arrives.
What your team gets
- Returning clients booked before the walk-in rush
- Last year's slips read back on each call
- Life changes noted so the slot is the right length
- A list of clients who moved, went elsewhere or passed
- Bookings by preparer for the whole season, early
Questions
What if they used someone else last year?
She only calls households you filed for. Anyone who switched away is thanked and marked, and not called again.
Can she book seniors who prefer a paper reminder?
Yes. She notes it and your office mails a card, or she calls the day before instead of texting.
Will she quote the price?
From your price list, when they ask, for their kind of return.
Hear it on your phone
Request a demo call and the agent phones you, set up for tax preparation like yours.