The Tax-Season Client Email Kit

What you get

• 40 tax-season prompts in 5 sections: season kickoff & organizers; document requests & reminders; engagement, fees & scope; deadlines, extensions & estimates; and delivering returns & after the season
• Kickoff letter and segmented versions, what's-new section, fee schedule explainer, portal invite, scam warning, personalized missing-documents list, 3-touch reminder sequence, K-1 and corrected-form notices, text-message versions and a final cutoff notice
• Engagement letter cover email, scope add-on and deposit requests, balance-due-before-e-file message, 'why is my bill higher?' reply, deadline calendar, extension notices, estimated-tax voucher explainer, refund-status reply, e-file rejection and Form 8879 signature request
• Return-ready message, plain-English return summary, year-over-year change explainer, review and referral requests, post-season survey, off-season advisory offer and a firm debrief
• Built-in guardrails: never paste SSNs or account numbers, prompts never invent dates or tax rules, and a preparer reviews anything with amounts or deadlines
• 12-page PDF, instant download, one-time $24. Works with ChatGPT, Claude, Gemini, Copilot or Grok

Samples from the PDF

Extension-needed notice

Write a message telling a client we're going to file an extension for their [YEAR] return because [REASON: waiting on K-1, documents arrived late]. Explain in plain English: an extension gives more time to file, not to pay; we've estimated a payment of [AMOUNT or 'none expected'] to send by [DATE]; and the new filing deadline is [DATE].

Personalized missing-documents list

Here is last year's document list for this client [PASTE, names and ID numbers removed] and what they've uploaded so far [PASTE]. Write a short, personal email listing only what's still missing, grouped by type (income, deductions, business, other), with a one-line reason for anything unusual. End with the upload link and the date we need it by [DATE].

Answer 'why is my bill higher?'

A client asked why their fee went up from [LAST YEAR FEE] to [THIS YEAR FEE]. Using these reasons [PASTE: new forms, added schedules, rush, more transactions], write a calm, factual reply that lists what changed in their return and connects each item to the fee. Offer a short call if they have questions.

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Every prompt pack plus the Vet Clinic kit, the Small Business Hiring Kit, the AI in 30 Minutes guide, the AI Use Policy Template and the Short-Term Rental Host Kit. 310 prompts, 30 review replies, instant PDF downloads.

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Free accounting AI guides

• AI for Accountants, Bookkeepers & Tax Pros
• Chase missing tax documents from clients
• Send tax deadline reminders and extension notices clients understand
• Announce fee increases and new pricing to clients
• Explain IRS and state tax notices in plain English
• Run year-end tax planning check-ins
• Send engagement letters and onboard new clients

Hiring seasonal help? See The Small Business Hiring Kit ($19).