"Your return is ready to sign" calls
Finished returns sitting unsigned can't be filed. She calls the moment the preparer marks one done, books the pick-up or sends the authorization to sign from home, and the return goes out.
A preparer marks a return reviewed and ready for the client.
Calls with the news, books pick-up or e-signs the authorization, takes payment.
Returns signed and e-filed days sooner, and fewer "is mine done?" calls.
How it works
- Sees it's done
A return moves to ready in your tax software, and her call goes out within the hour, in calling hours.
- Gives the headline
Refund or balance owing, in the figure the preparer wrote on the file. Questions about why go to the preparer.
- Offers two ways
Pick up and sign at the office, or sign the e-file authorization from their phone.
- Takes payment
Your fee from the invoice, by the payment link, or at pick-up.
- Books the pick-up
A time window for couples who sign together, and a reminder text the day of.
- Keeps calling until signed
A text and a second call if it isn't signed in the days you set, because unsigned means unfiled.
Example call
- AI agentHi Darnell, it's Emma from Northend Tax. Good news, Rita finished your return. Is now okay?
- CustomerYeah! Am I getting anything back?
- AI agentRita has a refund of 1,214 dollars on your file. To file it, we need your signature on the authorization. I can text it to you to sign from your phone, or you can come in.
- CustomerText it, please.
- AI agentSending now, with the payment link for the 85 dollar fee. Once you sign, Rita files it the same day.
- CustomerDone. Just signed it.
After the call: The signed authorization lands on Darnell's file, the fee is paid, and Rita e-files his return that afternoon.
What your team gets
- Clients called within the hour of a return being ready
- Authorizations signed by phone or at pick-up
- Fees paid before the return is released
- Unsigned returns followed up until they're filed
- A daily list of ready returns still waiting on a client
Questions
Will she explain why someone owes?
No. She reads the figure on the file and books a call with the preparer for any questions.
What about couples?
She can send each spouse their own authorization, or book a pick-up window for both.
Can clients pay by phone?
She sends your payment link by text, and the file shows when it's paid.
Hear it on your phone
Request a demo call and the agent phones you, set up for tax preparation like yours.