Avoid Last-Minute Meetings with AI-Powered Tax Delivery Letters
Delivering a tax return isn't just about numbers—it's an opportunity to reinforce your value, highlight key insights, and set your client up for future success. A well-crafted delivery letter summarizes the return's outcome, flags potential savings opportunities, and provides a clear roadmap for next steps.
Manually creating these letters for each client can be time-consuming and inconsistent. AI-powered tools like TruePilot can automate the creation of professional, tailored delivery letters, saving time and ensuring accuracy.
Why Delivery Letters Matter
A delivery letter isn’t just a formality — it’s a valuable touchpoint that strengthens client relationships and reinforces your expertise:
Professionalism – A polished, clear letter positions you as a trusted expert.
Clarity – It explains outcomes and next steps in simple terms, reducing confusion.
Accountability – A documented summary protects both you and the client from misunderstandings.
Trust – Insightful recommendations and actionable guidance help clients feel confident in your service.
Key Elements of a Great Delivery Letter
To ensure your client receives a clear and valuable summary of their return, include:
Header/Introduction: Your firm's name, client details, and the letter's purpose.
Summary of Documents: A list of enclosed documents (e.g., Form 1040, state return, supporting schedules).
Key Notes (Tax Savings Ideas): Highlight tax-saving strategies—like increasing retirement contributions or adjusting withholding—based on the client's current and prior returns.
Comparison (This Year vs. Last Year): A simple breakdown of changes from the previous year, such as increased income or new deductions.
Payment Details: Clearly state the amount owed or refund due, including payment deadlines and options.
Next Steps & Contact Info: Instructions for signing and filing documents, along with your contact information.
Disclaimer: A legal note clarifying the scope of your services and any limitations.
How TruePilot Delivers
Manually creating personalized delivery letters can be tedious, especially during tax season. TruePilot simplifies this by generating client-specific letters automatically, based on return data and financial history.
Automated Letter Generation: TruePilot pulls client data to generate delivery letters, including refund or amount owed, filing status, tax-saving recommendations, and payment deadlines.
For example, if a client receives a $2,500 refund this year compared to $1,200 last year, TruePilot will generate a summary explaining the increase, flagging changes in income or adjustments in deductions.
Dynamic Templates for Consistency: TruePilot's pre-built templates ensure a professional and consistent tone across all client communications, customizable with firm branding and client-specific details.
Highlighting Tax-Saving Opportunities: TruePilot reviews the client's return and financial history to identify tax-saving opportunities, such as retirement or HSA contributions, and unclaimed credits and deductions.
Year-Over-Year Comparisons: TruePilot automatically generates a side-by-side comparison of this year's return versus last year's filing, noting differences in taxable income, changes in deductions or credits, and adjustments to filing status.
Payment Details and Deadlines: TruePilot generates a structured payment plan, including estimated tax payments, payment deadlines, and submission instructions.
Stop Leaving Money on the Table — Let AI Do the Heavy Lifting
Delivery letters are more than just summaries—they're opportunities to reinforce your value, provide actionable guidance, and strengthen client relationships. Automating this process with TruePilot ensures consistency, accuracy, and professionalism while saving you time.
If you're looking to create professional, tailored delivery letters efficiently, consider leveraging automation tools like TruePilot to streamline your tax workflow.
For more insights on enhancing your tax preparation process, read more here: How To Avoid In-Person Meetings This Tax Season
You can also start your free trial today and see how automation can transform your firm’s workflows.