125 hours of the same sentence
Pickup and status calls
When a return is marked ready in your tax software, the client gets a call or text automatically.
Call · The short end of 3 to 11 weeks. It is the smallest system we build.
A return manager marks returns ready for pickup. A call log fills one row at a time with the client, return, time called and result: answered, voicemail, or no answer retrying. Counters show calls made, voicemails left and returns still uncollected.
How it works
Step by step.
01
A return is marked ready
In CCH iFirm, TaxCycle or your return manager. Nothing extra to click.
02
The client gets the call
A recorded message in your firm's name: your return is ready to pick up, here are our hours. Or a text, if they prefer.
03
The result is logged
Answered, voicemail, or no answer. No answer retries later.
04
You see who is still uncollected
One list, updated as calls land, so nobody is called twice and nobody is forgotten.
What you get
Included in the build.
- Triggered by the status in your tax software
- Recorded message or text, your choice per client
- Retries on no answer, never calls twice on answered
- A live list of uncollected returns
- Works for status calls too: received, in review, ready
Works with
- CCH iFirm
- TaxCycle
- Karbon
Your data on this system
The call contains a name and the words 'your return is ready'. Nothing sensitive, so this system is intentionally simple, and the calling service may run on infrastructure outside Canada.
Typical timeline
The short end of 3 to 11 weeks. It is the smallest system we build.
FAQ
Pickup and status calls questions
No. It is a recorded message. There is nothing to get wrong.
The call comes to your line as usual. The log shows staff that this client was called and when.
The firm you'd have if you could actually staff it.
30 to 45 minutes. You leave with a written breakdown either way.