Tax filing deadline checklist email template
Clients file faster when the to-do list is short and sits right in front of them. This one gives four tasks, each tagged with when to do it, and a reason to book early, so appointments get made before the last-week rush.
- Example subject line
- Before April 15 comes: your filing checklist
- Preview text
- Four things to do now, so nothing gets rushed in the last week.
Use this template
Opens in the drag-and-drop editor, ready to edit.
Listed in
What's in this template
- Firm name on deep green
- Deadline eyebrow, headline and a short intro
- White checklist card: 4 tasks, each with a when tag and a short note
- In the card: a button, Book your appointment, and a document list link
- Book-early perk with a calendar icon and a link: See open times
- Closing prompt with a second booking button
When to use it
Six to eight weeks before a filing deadline, with a reminder in the last two weeks. Accountants, bookkeepers and financial advisors with a seasonal rush get clients arriving prepared.
Make it yours
- Put your own deadline and booking cut-off in the eyebrow, the third task and the perk.
- Edit the four tasks to match the documents your clients really need.
