Free guide · Tax and accounting firms Customer retention
The $4,000 AI Automation for Accounting Firms
Every morning of tax season it reads your client list, finds last year's clients who haven't booked, emails each one two open times, and books the ones who reply.
- Every client from last year is invited back once, at the start of the season, without anyone working through a list.
- A client who replies with a time is on the calendar before anyone opens the email.
- A reply that mentions a letter from the IRS never gets an automatic answer. It reaches the preparer the same day.
The full build, nothing held back
Every workflow, every tool and every prompt, step by step. Build it yourself or hand it to whoever looks after your tech.
What's inside
Five linked n8n workflows for a tax and accounting firm: a morning sweep that runs only in tax season and uses the last year you prepared each return to find who hasn't come back, one short email each with two open appointment times, a single reminder, a reply reader that books the appointment and hands any mention of an IRS or state letter to the preparer without an automatic answer, and a Friday report. Every step, every tool and every prompt is written out.
Part 1 · Every morning
- 1. The morning sweep: who hasn't come back yet
Part 2 · The right nudge
- 2. One email each, with two open times
- 3. One reminder, then leave them alone
Part 3 · They come back
- 4. Read the reply and book the appointment
- 5. The Friday report
How you get it
- 1 Leave your email in the form on this page.
- 2 Open the link we send you. It confirms your address.
- 3 Download the PDF and the n8n file from the page it opens.
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