Smart Tax Delivery offers your tax clients an easy-to-use, mobile, and guided option for reviewing and signing their tax return. It's simple yet effective, ensuring IRS compliance while eliminating the non-billable time typically spent coaching clients through the signing process, paying balances due, and reminding them about estimates to pay.
Estimated Tax Payment Reminders
After completing their tax return delivery request, clients receive an Inbox Message about any Estimates to be paid, along with a link to review the details on the Accounts tab > select Account > Taxes page.
Links to payment portals for the relevant jurisdictions are available under the Taxes tab, allowing clients to make payments easily online. Clients will also receive reminders two weeks before each quarterly due date.
If estimates or estimate reminders need to be adjusted, added, or removed, go to the client's Account > Details > Tax Details. As long as the client has estimates listed under Tax Details, they'll receive the reminders.
Initial Message
Automated Reminders