Automated Reminders
Automated tax document reminders, sent until every document is in.
Paloma's automated tax document reminders replace the manual follow-ups your team does by hand today - on a schedule you set, in your firm's voice, stopped automatically the moment each document arrives.
'Just checking in' is not a job.
Staff hours, spent nagging
Someone on your team writes the same follow-up email dozens of times a week - hours that never touch a return.
Reminders stop when you're busy
The chasing pauses exactly when the season peaks, so the slowest clients drift further behind at the worst time.
The February cliff
Documents that weren't followed up on in January all arrive at once - and the pile lands on prep season.
What it does
Automatic follow-ups, no staff time required.
A schedule you control
Set how soon reminders start and how often they repeat. The same schedule runs every time, for every client.
Your firm's voice
Editable templates carry your subject lines and sign-offs, so automation never sounds automated.
Stops automatically
The moment a document arrives, its reminders end. No client receives a reminder for something they already sent.
Per-client pause
A client going through something? Pause them until a date you choose. The pause overrides everything else.
Works on every request
Documents, signatures, questionnaires - anything you're waiting on gets the same steady follow-up.
How it works
- 1
You pick how often each client is reminded.
- 2
An email with the upload link is sent to the client.
- 3
No upload yet? Another reminder goes out.
- 4
The file arrives, and the reminders stop automatically.
Reminders are the engine behind document collection: intake builds each client's document checklist from the tax organizer, reminders bring the documents in, and progress rolls up into your season-wide workflow.
Common Questions
Book time with Abby
15 minutes. See a reminder schedule follow up on a missing W-2, and stop automatically when it lands.
Pick a timePrefer to write first? Contact us about Automated Reminders.