Purpose
1.2. Automates scheduled email communication for timely filing reminders, document requests, educational content, and deadline notifications.
1.3. Ensures consistent, automated follow-up leveraging segmented recipient lists and personalized templates.
1.4. Increases outreach efficiency, reduces manual intervention, and automates compliance communications.
Trigger Conditions
2.2. IRS or local tax agency calendar deadlines (configurable).
2.3. Data entry or update in CRM regarding taxpayer activity.
2.4. User engagement events, such as non-response to prior reminders.
2.5. Custom-defined automation rules for special cases.
Platform Variants
• Feature/Setting: Automate drip campaigns with Customer Journeys; API: POST /automations; map tags for tax year segmentation.
3.2. ActiveCampaign
• Feature/Setting: Automates conditional campaign automation; API: POST /api/3/automations; use date triggers for reminder cadence.
3.3. HubSpot
• Feature/Setting: Automates workflows for emails; API: POST /email/public/v1/singleEmail/send; segment lists by member status.
3.4. SendGrid
• Feature/Setting: Automates scheduled email drips; API: POST /v3/mail/send; use dynamic templates and triggers.
3.5. Constant Contact
• Feature/Setting: Automates Event-Driven Email Series; API: POST /v2/emailmarketing/campaigns; event timer for yearly reminders.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; API: POST /interaction/v1/events; automates email sequences on tax-relevant dates.
3.7. Klaviyo
• Feature/Setting: Flows automation; API: POST /api/v1/flow-actions; automates conditional triggers on custom properties.
3.8. Zoho Campaigns
• Feature/Setting: Automated Workflow; API: POST /campaigns; configure annual repeaters.
3.9. Brevo (formerly Sendinblue)
• Feature/Setting: Marketing Automation; API: POST /v3/emailCampaigns; recurring date-based workflows.
3.10. Microsoft Power Automate
• Feature/Setting: Scheduled cloud flows; Email connector; recurring tax campaign builder.
3.11. Google Workspace (Gmail + Apps Script)
• Feature/Setting: Install Google Apps Script automation; automate time-driven triggers for Gmail API.
3.12. Intercom
• Feature/Setting: Series automation; API: POST /messages; automates behavior-driven reminders.
3.13. Drip
• Feature/Setting: Automated Email Workflows; API: POST /v2/workflows; triggers based on tags or custom fields.
3.14. Omnisend
• Feature/Setting: Automation workflows; API: POST /v2/automations; automates date-based and behavioral flows.
3.15. Customer.io
• Feature/Setting: Automated Campaigns; API: POST /v1/campaigns; trigger by event and user property.
3.16. Keap
• Feature/Setting: Campaign Builder; API: POST /campaigns; automates annual sequence based on date fields.
3.17. AWeber
• Feature/Setting: Campaigns automation; API: POST /campaigns; schedule year-based reminders.
3.18. Moosend
• Feature/Setting: Automation workflows; API: POST /campaigns; repeatable automation options for events or dates.
3.19. Mandrill
• Feature/Setting: Parallel campaigns via templates; API: POST /messages/send-template; schedule reminders programmatically.
3.20. Elastic Email
• Feature/Setting: Automated Email Scheduling; API: POST /v4/emails; leverage date-based triggers for tax compliance.
Benefits
4.2. Enhances engagement and filing rates through automated follow-ups.
4.3. Reduces manual workload by automating segmentation, delivery, and personalization.
4.4. Supports regulatory audit trails by automatedly recording all contacts.
4.5. Scales communication across thousands of recipients with minimal overhead via automation.
4.6. Faster, automatable deployment of campaigns for new tax years.