Client Deadline Reminders

Turns the office's list of client deadlines and missing items into clear, friendly reminder messages, one per client.

Tax prep or bookkeepingProfessional Services✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

need reminders for 3 clients. we are Crowcroft Tax and Books, 5032 Clovercroft St, Briarbury. phone 216-555-0150. sign it Josephine Carey. Ivan Zimmer, personal return. still need his 1099 from the side gig and the signed engagement letter. need both by March 3. he already sent W-2 and the mortgage statement. Jasper Atkins, owns a little repair shop, bookkeeping. missing Feb bank statement and receipts for the lift he bought. need by March 7. first notice. Javier Bennett, second reminder, he is a landlord, needs to send rent roll for last year. we asked Feb 10. need it by March 5. he said he'd get to it. the IRS date for his extension is whatever, you know, april something

AFTER · what the skill produced

To: Ivan Zimmer
Hi Ivan, this is a quick reminder about your personal tax return. Thank you for sending your W-2 and mortgage statement. To get started, we still need:

Your 1099 from the side gig, by March 3
Your signed engagement letter, by March 3
Once both arrive, we can begin your return. Please call us at 216-555-0150 with any questions.
Josephine Carey, Crowcroft Tax and Books

To: Jasper Atkins
Hi Jasper, this is a reminder about your shop's bookkeeping. To finish the books, we still need:

Your February bank statement, by March 7
Receipts for the lift you purchased, by March 7
Please call us at 216-555-0150 with any questions.
Josephine Carey, Crowcroft Tax and Books

To: Javier Bennett
Hi Javier, following up on our February 10 request. We still need:

Last year's rent roll, by March 5
We recommend sending it by that date so we have time to prepare your work. Please call us at 216-555-0150 if you have questions or need help with it.
Josephine Carey, Crowcroft Tax and Books

Questions for the owner

Javier's official extension date was not given. What exact date should we mention, if any? Please confirm it with the IRS or a licensed tax professional before it goes in a message.
Jasper's message is a first notice. Do you want to add how he should send the items (email, upload, or drop off at 5032 Clovercroft St)?

What it does

Turns the office's list of client deadlines and missing items into clear, friendly reminder messages, one per client. Each message says what is due, by when, what the office still needs, and how to reach the office.

Use it when: Use when a tax prep or bookkeeping office needs to write deadline reminders for clients, such as "remind clients about their deadlines," "send a document reminder," "chase missing paperwork," or "write a reminder for the quarterly payment."