Tax clients shop around every year.
The ones who hear from you in August don't.
Snappy keeps you in front of every client throughout the year, sends document reminders in January before the scramble starts, and asks for referrals when clients are happiest - the day their refund posts.
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 longtime client went to H&R Block this year because they got an email in January and you didn't reach out until February
- You spend the first two weeks of March asking people for documents they could have gathered in December
- You only talk to most clients once a year, and that transactional relationship makes them easy to steal
- A client referred their business partner two years ago and you've never reached back out to that original client
What Snappy handles for you.
Set it up once. Snappy runs in the background so nothing slips.
Year-round client touchpoints
Snappy sends clients a brief message in May, August, and October - tax tips, reminders, or just a check-in - so you're not a stranger in January.
January document gathering prompt
In the first week of January, Snappy reminds every client to start gathering their W-2s, 1099s, and receipts so the season doesn't pile up.
Year-end tax planning reminders
In November, Snappy reminds clients about retirement contribution deadlines, charitable giving, and other moves they can still make.
Pre-season re-engagement
In January, Snappy sends a personal message to every client confirming they're coming back this year - reducing defections before they happen.
Refund-day referral requests
The day a client's refund posts is the single best moment to ask for a referral - Snappy catches that moment automatically.
Post-filing review requests
After a smooth filing experience, clients are asked for a Google review while the relief of a filed return is still fresh.
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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