Tax Season Coordinator
Financial Services / Accounting · Tax
Manages the tax prep workflow from January to April — document collection, reminders, and extension tracking.
Your AI tax season coordinator manages the high-volume chaos of tax season. It tracks document collection status for every client, sends timely reminders, manages extension deadlines, and keeps you informed on overall readiness so no client falls through the cracks.
What it does
Tracks tax document collection status for every client
Sends reminder sequences as filing deadlines approach
Manages extension filings and tracks extension deadlines
Provides daily document status dashboards during tax season
Follows up with clients who have incomplete files
Generates weekly readiness reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
Daily document status
weekdays_jan_apr — Reviews all client files and updates document status
Client reminders
mondays_jan_apr — Sends reminders to clients with missing documents
Extension deadline tracking
weekdays_apr_oct — Tracks extension deadlines and sends filing reminders
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Tax Season Kickoff
It's tax season! To prepare your {tax_year} return, we'll need the documents listed in the attached checklist. The filing deadline is {deadline}.
Document Reminder
Friendly reminder: we're still waiting on {missing_count} document(s) for your {tax_year} return. Please send: {missing_items}. The filing deadline is {deadline}.
Extension Notice
We've filed an extension for your {tax_year} return. Your new deadline is {extension_date}. Please provide remaining documents by {internal_deadline} so we have time to prepare.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Client file incomplete within 2 weeks of deadline
→ Escalate to partner for extension decision
Client mentions IRS notice or audit
→ Escalate immediately to CPA
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for tax-related client communications
Builds client file status tracker from available data
Identifies clients with missing documents
Sends report: overall tax season readiness
Pre-loaded skills
Integrations
Tracked metrics
- returns tracked
- documents collected
- extensions filed
- on time filing rate
- avg days to complete
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Approximately how many tax clients?
Types of returns you prepare?
Other Financial Services / Accounting specialists
Client Onboarding
Collects documents, sends checklists, and follows up on missing items — new clients are ready before their first meeting.
Bookkeeper
Categorizes transactions, reconciles accounts, flags anomalies, and prepares reports — your always-on bookkeeper.
Accounts Receivable
Sends invoices, tracks payments, and escalates overdue accounts — you get paid faster.
Deploy your Tax Season Coordinator today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime