How To: Identify clients who have quarterly estimates that need a check-in
As we approach the end of the year, using tax accounting AI tools can simplify tax planning and enhance financial strategies for your clients. With Dependable AI tools, you can handle any situation when making tax plans for your clients in the next year.
Using AI To Find Clients With Quarterly Estimates That Need A Check-In
As Q4 approaches, it's important to touch base with clients who have quarterly estimate payments. A quick check-in ensures that clients are on track with their payments and are aware of upcoming deadlines.
Tax accounting AI tools can flag changes in income or deductions that might require adjustments to clients’ estimates and help them avoid underpayment penalties.
How To Use TruePrep
Upload your client base into TruePrep using the “File Uploader” button.
Once your client base is loaded into TruePrep, copy and paste the prompt into the search bar: “Find me clients who make quarterly payments.”
Pro Tip: Work collaboratively with your team by saving this prompt to your “Saved Prompt” list. When they log into TruePrep, they can run the search on their own and add columns to the report when they have conversations with clients.
TruePrep will auto-generate a list of your clients who make quarterly payments. Export this list using the “Export” button.
Next, use TruePrep to draft personalized, client-specific emails to send as reminders for quarterly payment check-ins. Copy and paste the prompt into the search bar: “Draft an email reminding [client name] about their upcoming quarterly payment.”
Want to learn more about using tax accounting AI tools for strategic tax planning? Check out The Tax Pro’s Guide To Q4 Tax Planning Using AI or request a demo by clicking the button below.
