Features
Tax Alert Pro tracks every client’s CRA deadlines and sends the reminders for you, by email and SMS.
Set it up once. Tax Alert Pro handles the reminders every period after that.
Add your clients to the simple client sheet we give you, or send us your list and we’ll add them for you. For each client we just need a first name, company name, email address, cell number (if you want text reminders) and the filing dates for the tax types you track.
Pick the tax types you track for each client, such as HST/GST, payroll and corporate tax, and decide how many days before each filing and payment date reminders go out.
Tax Alert Pro emails and texts your clients, and alerts your team, well before every deadline. You focus on the work, not the chasing. No app to install for your team or your clients.
Reach clients where they actually look. Detailed emails for the paperwork, short texts for the final nudge.
Track HST/GST, payroll, corporate tax and personal tax deadlines, whether they fall monthly, quarterly or annually.
Set how many days before each filing and payment date reminders are sent, per tax type.
Reminders always go out from your firm. Add a staff member's email to a client, and that client's replies go straight to them. Leave it blank and replies come to your firm's inbox.
Each firm can have its own wording and layout for the reminder emails its clients receive. Send us the exact text and style you want, and we set it up for you.
Designed around CRA filing frequencies, fiscal year ends and GST/HST reporting periods.
See which reminders were sent and when, with daily and quarterly due reports on Professional and Enterprise plans.
Late or unprepared clients are the number one challenge accounting firms report: half of the nearly 2,000 firms in Wolters Kluwer’s 2022 Accounting Industry Survey named it. And a late return with a balance owing costs your client 5% plus 1% per month in CRA penalties. Earlier reminders mean earlier documents, and fewer penalties. Read more in our guide to CRA late-filing penalties.
