12d • General Discussion 💬
Just automated 500+ reminders/month for Zero 💸
CA firm sends 500+ reminders monthly.
Cost: Zer0. Time: 2 minutes.
(Zero VAs. Zero missed deadlines. Zero angry client calls.) ......
A close friend who runs a CA firm recently shared his biggest pain point:
Sending 500 Tax reminders every month — manually. ⏳📱
It consumed hours, created stress, and still led to missed filings.
We implemented an AI automation for him.
500+ reminders now go out in 2 minutes. ⚡
No VAs. No follow-ups. No missed deadlines. ✅
The system handles 100+ clients automatically:
🚀 The 3-step automation we deployed
→ T-7 Days: Friendly WhatsApp reminder 😊
→ T-2 Days: Urgent alert 🔔
→ T+1 Day: Overdue follow-up ⚠️
These are personalized WhatsApp messages, not generic SMS. 💬
⚙️ Smart features clients love
WhatsApp open rate ~98% 📈
Reply “DONE” → auto-updates Airtable 🔄
Reply “ASSIST” → CA notified instantly 📬
Reply “STOP” → auto opt-out 🚫
Full audit trail 🗂️
Runs 24×7 without manual work 🤖
📊 His results in 3 months
Compliance: 66% → 94% ✔️
15+ hours saved weekly ⏱️
Zero penalties 💯
3× increase in 5-star Google reviews ⭐⭐⭐⭐⭐
The 5K/month assistant he planned to hire?
No longer needed. 🙅♂️💸
If you want this TAX automation system:
1️⃣ Connect with me
2️⃣ Comment “TAX” + repost 🔄
P.S. If Excel is still your tracking tool in 2025, we need to talk. 📞📊
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Just automated 500+ reminders/month for Zero 💸
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