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with Shakti AI, protecting both your privacy and our internal processes.
Automate client reminders and checklists — without changing how you operate.
TaxPrepPal — The Deadline & Client Checklist Automation. TaxPrepPal sends deadline-based emails and filing checklists to clients automatically, helping reduce follow-ups, delays, and last-minute scrambling during tax season.
Product cost: Free. TaxPrepPal has .
A nominal set up fee to configure reminders, checklists, and deadline logic for your firm.
To keep the automation running reliably in the background.
Additional customizations, if needed, are always scoped and approved in advance.
Most firms recover the setup cost within the .
What you get:
✔ Automated deadline reminders automation (Deadline dates)
✔ Checklist relevant for each deadline (Customer type: W2, S-Corp, C-Corp, Partnership, 1099, etc)
✔ Customizable email message
✔ Log of emails sent
✔ Log of your Client response to the Checklist update
No complex software. No sensitive data required. No obligation to continue.
