The 5 Email Tax Client Follow Up Blueprint

Simple strategies to stay booked and bring clients back without chasing them

Follow up like a pro. This free guide gives you five simple client emails that help you stay top of mind, reduce no-shows, and keep clients coming back.

What’s Inside:

• The five most effective emails for tax prep follow up
• When to send each message and why timing matters
• Tips to re-engage no-shows or past clients
• Bonus invite to a free mini training session

Why You Need This:

1. You’ve got a list of past clients but no system
2. You want to stop ghosted appointments
3. You don’t have time to write everything from scratch
4. You’re ready to look like a pro, even if you're just starting out

This is a free resource you can start using today. 

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