Your clients wait until the last minute.
Snappy reminds them before that.
Snappy automatically reminds clients about upcoming deadlines, chases outstanding documents before they delay your workflow, and handles routine status questions so you're not fielding the same calls all March.
No tech skills needed - Built around your tools - Live in days
The real problem
Most of what you lose, you lose after the first call.
A call goes to voicemail. A form sits overnight. The person who was ready to hire calls whoever answered. Snappy answers first every time, so you keep the clients you already earned.
Where the time goes:
- A client is two weeks from their filing deadline and still hasn't sent their Schedule K-1s or brokerage statements
- You get the same question - 'what's the status of my return?' - a dozen times a week during tax season
- An attorney who sent you three referrals last year has gone quiet and you're not sure whether to reach out
- Quarterly estimated payment deadlines sneak up on clients who then blame you for the penalty
What Snappy handles for you.
Set it up once. Snappy runs in the background so nothing slips.
Deadline and payment reminders
Snappy reminds clients about quarterly estimated payments, extension deadlines, and document cutoffs - before they miss them.
Document collection
Outstanding W-2s, 1099s, and statements get a follow-up from Snappy at day 5 and day 10 so your workflow doesn't stall.
Status question handling
Clients who ask 'is my return done?' get an immediate, accurate response from Snappy based on what you've told it - freeing up your time.
Attorney and advisor referral nurturing
Your referral relationships with attorneys and financial advisors get a monthly touchpoint from Snappy to keep introductions coming.
Post-filing review requests
After a smooth filing, satisfied clients get a review request while their relief at having it done is still fresh.
Year-round client engagement
Snappy checks in with clients in July and October with a tax planning prompt so they don't treat you as a once-a-year contact.
The clients are already reaching out. Snappy makes sure none slip.
It answers fast, follows up on every open thread, and tells you who needs attention today - so you can focus on the work only you can do.
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Stop letting good clients slip away.
No tech skills needed. We build it around your tools. Snappy handles the follow-up while you focus on the work.
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