Steady monthly compliance clients and a stronger return season
Win businesses that need ongoing compliance, remind clients before every due date and follow up inquiries the same day.
21×
more likely to qualify a lead when you reply within 5 minutes instead of 30.
Sound familiar?
Your work runs on deadlines: VAT or GST returns every month or quarter, advance tax, and the income tax return rush. We help consultants win businesses that need ongoing compliance, remind clients before every due date, and follow up inquiries the same day.
Small businesses shop on price
Online filing platforms advertise low fees. You need to show the value of a consultant who knows the business.
Missed deadlines damage trust
Clients forget to send documents, then blame the consultant when a late fee arrives.
Inquiries come from every channel
Leads arrive by phone, chat, email and forms, and get lost without one place to track them.
Return season is short and intense
Salaried and business clients all arrive at once before the return deadline.
A compliance calendar that never stops
We follow your tax authority’s calendar and any extensions. A typical year looks like this.
- 1
Every month or quarter
VAT or GST return reminders and document requests to business clients.
- 2
Instalment dates
Advance or estimated tax reminders.
- 3
Return season
Campaigns and fast follow-up for individual returns.
- 4
Audit deadlines
Audit and audit-case return reminders.
- 5
Before year-end
Tax-saving and new-business registration offers.
Where we’d start for tax & gst consultants
A typical starting plan. Your free audit tells us which parts matter most for your firm.
The rules we work within
Your license and reputation come first. These are the rules that shape how we market tax & gst consultants.
This is general information, not legal advice. Your compliance team or adviser has the final word.
Promotional calls
Many countries require registered caller IDs for promotional calls and respect for do-not-call preferences. We follow the rules of your market and never make promotional calls from ordinary mobile numbers where that is restricted.
Personal data
Data protection laws require clear notice and consent for personal data. Our forms and lists are built for it.
Professional bodies
If you belong to an accountancy institute, its advertising rules apply; we keep promotions within them.
Questions from tax & gst consultants
Do you work in other languages?
We can prepare messages in other languages on request, and you approve every message.
Which channels do you use for reminders?
Email and SMS by default, and business chat apps for clients who opted in.
We are a small practice. Is this too much?
Start with one service, such as deadline reminders or local search, and add more as you grow.