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Tax Preparer Guide

How to Automate Task Reminders & Follow-Ups as a Tax Preparer

With over 130 clients and April 15 closing in, tracking who still needs to sign Form 8879 or send missing W-2s turns into a spreadsheet mess. Miss one follow-up on an extension, and you're looking at client penalties and a panicked call to you.

The Current Reality

The Manual Way

Keeping a master Excel sheet with color codes and setting phone alarms for every single client deadline.

6 hours per week during tax season
  1. Open the 'Client Status' spreadsheet and filter by 'Missing Documents'.
  2. Write individual emails to the Kowalskis for their 1099-INT and Mr. Okafor for rental statements.
  3. Set a recurring calendar alert for April 14 to check final signatures.
  4. Cross-reference sent emails against the tracker to update status columns.
  5. Realize you forgot to follow up with the Nguyen family on their amended return.

With Christine AI

The Christine Way

Text or voice-note client updates to Christine; she updates your tracker, writes specific follow-ups, and sets deadline alerts for you.

You

Voice note: 'Just got off with Linda Park. She's sending the Schedule E docs tomorrow. Remind me to check her file Wednesday morning.'

Christine

Christine adds the note to Linda's file, sets a reminder for Wednesday 9 AM, and drafts a 'Thank You' email to Linda confirming when to expect the docs.

You

Text: 'Send a polite nudge to the Kowalski family about their missing 1099-INT from First National Bank.'

Christine

Christine sends a personalized email mentioning the specific document and bank, then marks 'Awaiting 1099-INT' in your Google Sheets tracker.

Time Saved Per Week

5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Ugh, I just realized I haven't heard back from the Mitchells on their signed 8879. Can you draft a quick text asking for it? Deadline is Friday.
9:41 AM
Drafted: 'Hi Mitchells, quick reminder we need your signed 8879 to e-file by Friday. Reply YES if you need me to resend the link.' Want me to send it?
9:41 AM
Yes send it. Also, remind me to call the Nguyens about their extension on Tuesday at 2pm.
9:42 AM
Message sent to Mitchells. ✅ Reminder set for Tuesday 2 PM: 'Call Nguyens re: Extension filing.' I've also blocked 30 mins on your calendar for that call.
9:42 AM
Perfect. Oh, and mark the Okafor file as received for the W-2, but still waiting on the rental income statement.
9:43 AM
Updated Okafor's row in your Client Tracker: W-2 marked 'Received', Rental Income marked 'Pending'. Do you want an auto-follow-up scheduled for Thursday if it hasn't arrived?
9:43 AM
Get Started Today

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