Filing

Tiered Reminder Cadence

Definition

A structured schedule of client notifications sent at multiple intervals before a tax deadline, such as 30 days, 14 days, and 3 days out, rather than a single last-minute alert. This approach ensures clients have adequate time to gather documents, make payments, or authorize filings before penalties accrue. CPA firms often customize cadences by entity type, since deadlines and lead-time requirements differ across individuals, partnerships, S corporations, and C corporations.

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