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 - Set up in minutes - Cancel anytime
The real problem
Business falls through the cracks when follow-up doesn't happen.
Most tax preparers don't lose business because they do bad work. They lose it because follow-up stops, relationships go cold, and the people who should call back never do. Snappy fixes that.
Sound familiar?
- 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 best tax preparers don't work more. They follow up better.
Snappy runs your follow-up, warms your relationships, and surfaces who needs attention - so you can focus on the work you're actually good at.
Meet Your SnappyZero
follow-ups forgotten
Warm
pipeline always
More
repeat business
One
system to run it
Ready to stop letting business slip?
No tech skills needed. Set up in minutes. Snappy handles the follow-up while you focus on the work.
Not sure how Snappy compares to ChatGPT or Claude?