Reassessment letters put through to a senior preparer
It's August. A client opens a letter saying they owe 640 dollars more. She gets the year and the date on it, gets a photo of the letter in, and puts them through to the senior preparer.
A client, or someone new, calls about a reassessment, review or request for receipts.
Records the year, the date and any response date, gets the letter in, warm-transfers.
The letter on the file and a senior preparer on the call, or a callback booked today.
How it works
- Is kind about it
A balance owing in August feels unfair. She is calm and tells them this is part of what the office handles.
- Gets the details
Which tax year, the date on the letter, any response date, and whether it's asking for receipts or showing a new balance.
- Finds the return
If you prepared it, she finds that return and the preparer who did it.
- Gets the letter in
An upload link by text, so the senior preparer reads the letter itself.
- Transfers
To the senior preparer with a summary first. If they're busy, a callback booked for today.
- Books the review
For someone you didn't file for, a paid review appointment at the price on your list.
Example call
- CustomerHi, I got a reassessment from the CRA. It says I owe 640 dollars on my 2025 return. You did my taxes.
- AI agentThanks for calling us. I see Rita did your 2025 return. What date is on the letter?
- CustomerAugust 4th.
- AI agentThank you. I'm texting you a link. Could you send a photo of every page?
- CustomerOkay, just sent it.
- AI agentGot it. I'll put you through to Gord, our senior preparer, to go over what's needed. One moment.
After the call: Gord picks up with the letter on screen and Rita's 2025 return open, and the file shows "reassessment, 2025, dated August 4, balance 640".
What your team gets
- Reassessment letters on the client's file during the call
- The year, the date and any response date recorded
- Warm transfers to a senior preparer, or a same-day callback
- Paid review appointments for people you didn't file for
- Year-round calls answered after the season ends
Questions
Will she say whether the reassessment is right?
No. She records the letter and puts them through. The senior preparer looks at it.
What if the office is closed for the summer?
She takes the details and the letter, and books a callback on the days you work off-season.
Does she handle new clients with letters?
Yes. She books a paid review with the letter uploaded.
Hear it on your phone
Request a demo call and the agent phones you, set up for tax preparation like yours.