8 client-facing chase sequences, 4 CPA team alert rules, 6 daily automations, and pipeline stage automations — all with deduplication so no client ever gets the same email twice. Configure timing, thresholds, and action types per pipeline stage.
With 200+ clients, you can't personally email each one who hasn't completed their intake, uploaded their documents, or signed their engagement letter. Things fall through the cracks. Returns stall. Revenue gets delayed. And your team wastes hours on repetitive follow-up emails.
TaxScout runs automated chase sequences at every pipeline stage. Clients get gentle Day 3 nudges and urgent Day 7 escalations for document upload, missing info, signing, and billing. Your CPA team gets internal alerts for stuck returns. Pipeline stage automations fire on entry and exit. Deduplication prevents repeat sends. You configure the rules once — TaxScout follows them forever.
Branded HTML emails sent automatically when returns stall. Day 3 gentle nudge, Day 7 escalation — for 4 pipeline stages.
| Stage | Day 3 | Day 7 |
|---|---|---|
| Document Upload | Gentle nudge | Escalation |
| Missing Info | Reminder | Urgent |
| Signing | Day 2 nudge | Day 5 follow-up |
| Billing | Payment reminder | Overdue notice |
Internal notifications when returns are stuck — so your team catches problems before clients complain.
Returns stuck in Document Upload for 14+ days
Returns waiting on client info for 7+ days
Unsigned 8879 forms approaching deadline
Returns stuck 30+ days — grouped by preparer
Each runs weekdays at 9 AM with duplicate prevention and branded email templates.
Auto-approve new landing page signups or require manual review
Chase clients who haven't completed their intake questionnaire
Chase clients who haven't uploaded expected documents
Chase clients who haven't signed their engagement letter
Notify CPA team when a client has been inactive for 30+ days
Auto-attach invoice PDFs to payment notification emails
Configurable per-stage rules that fire on entry, exit, or time-in-stage thresholds.
Send email, complete tasks, update portal status, trigger campaign
Log transition, notify team, update client status
Day 3/7 client reminders, 14-day CPA alerts, 30-day health check
| Feature | TaxScout | TaxDome | Canopy | Karbon |
|---|---|---|---|---|
| Client auto-reminders (Day 3/7) | 8 sequences | Basic | ||
| CPA team alerts | 4 alert types | |||
| Pipeline stage automations | on_enter / on_exit / time | Workflow-based | ||
| Daily cron execution | Weekdays 9 AM | Manual triggers | Workflow-based | |
| Deduplication | ||||
| Pipeline health check | Weekly, 30+ day scan | |||
| Self-healing workflows |
Set Day 3 and Day 7 reminder timing for document upload, missing info, signing, and billing stages. Customize email tone and frequency.
Configure internal alerts for stuck returns: 14-day document upload, 7-day missing info, signing follow-ups, and weekly health check thresholds.
Configure on_enter and on_exit actions per stage — send emails, complete tasks, update portal status, trigger campaign emails.
See which automations fired, which clients responded, and adjust timing based on results. Deduplication ensures no duplicate sends.
TaxDome has basic workflow triggers but no multi-stage chase sequences with Day 3/Day 7 escalation patterns. Canopy has no automation. Karbon has workflow-based triggers but no pre-built client reminders, CPA team alerts, or pipeline health checks. TaxScout combines client-facing reminders, CPA alerts, and pipeline automations into one system.
Clients get branded HTML emails when their return stalls at a stage. Document Upload gets Day 3 (gentle nudge) and Day 7 (escalation). Missing Info, Signing, and Billing follow the same pattern. Each email includes the client's name, firm branding, and a portal link. Deduplication prevents repeat sends.
Book a 15-minute walkthrough and see how it fits your firm.