Most tax firms only talk to clients once a year — then wonder why they leave. SmartFlowStack keeps your firm top-of-mind with automated check-ins, seasonal reminders, and personalized follow-ups that run on autopilot. Stay connected without lifting a finger.
Every message is personalized based on client history, deadlines, and engagement patterns.
Automatically sent 6 months after filing to keep your firm top-of-mind and uncover new needs.
Triggered when a client hasn't engaged in 18+ months. Gentle, non-pushy outreach that often brings them back.
Five automated systems that keep your firm top-of-mind year-round.
Scheduled follow-ups go out automatically at key milestones — 30 days post-filing, 6 months after service, before major deadlines. Each message is personalized with the client's name, service history, and relevant context.
Tax deadlines, estimated payment reminders, and renewal notices sent automatically based on each client's filing type. S-corp clients get different reminders than sole proprietors.
Clients who haven't filed in 12+ months automatically enter a gentle win-back sequence. Often brings back 10-15% of inactive clients without any manual outreach.
Messages go out via SMS, email, or both — based on what each client responds to best. The system learns over time and adjusts automatically.
See exactly who's engaging and who's at risk. Track open rates, reply patterns, and client sentiment in real time. Get alerts when high-value clients go silent or when dormant clients re-engage.
We integrate with your CRM, practice management system, or client spreadsheet. SmartFlowStack pulls client names, service history, and key dates — then automatically segments them based on filing type, engagement level, and lifecycle stage.
Check-ins, deadline reminders, win-back sequences, and referral requests all trigger automatically based on each client's timeline. Every message is personalized — their name, their service, their deadlines. No generic blasts. No manual work.
Your firm stays top-of-mind without anyone lifting a finger. Retention climbs. Dormant clients return. Referrals increase. And you get alerts when high-value clients need attention — before they leave.
While client nurture is our main focus, we also offer AI receptionist services — answering calls, booking appointments, and capturing new client info 24/7. Many firms use both: nurture for retention, voice AI for intake.
SmartFlowStack keeps your clients engaged year-round with personalized check-ins, deadline reminders, and win-back campaigns — all on autopilot. Book a free 20-minute call and we'll show you exactly what gets automated.
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Fill out the form and we'll reach out within one business day. We'll walk you through what gets automated, how the campaigns work, and what it costs — no pressure, no commitment.