Send personalized video briefings to your clients before tax season. Increase engagement, boost pre-file completion, and build client confidence with AI-narrated deadline summaries.
Email blasts get ignored. Phone calls overwhelm your staff. Generic tax reminders feel impersonal. Your clients need clear, compelling guidance before they walk through your door, but creating that guidance takes time you do not have during tax season.
Missing these critical touchpoints costs you 20-30% of potential pre-file bookings and leaves money on the table when clients go elsewhere.
Import your client database (CSV, QuickBooks export, or direct API sync) with names, tax situations, and filing deadlines.
Our system creates personalized 60-90 second videos narrated in your voice, summarizing their specific tax actions and required documents.
Email and SMS delivery with one-click booking links, document checklists, and personalized prep instructions tied to their filing date.
Real-time dashboard showing open rates, video watch duration, link clicks, and booking conversions by client segment.
Personalized video outreach stands out in a crowded inbox. Your voice builds trust. The format is mobile-friendly and shareable. Most importantly, it works.
Generate and send personalized videos to 100 clients in under 2 minutes. No creative team required.
Works with QuickBooks, Lacerte, UltraTax, Thomson Reuters, and your existing CRM. API available for custom workflows.
Auto-detect filing status, entity type, and deadline. Tailor messaging by client segment or custom rules.
Track every engagement metric. A/B test subject lines, send times, and video messaging. Optimize for conversions.
HIPAA, SOC 2, and GDPR ready. Client data encrypted at rest and in transit. Audit logs for compliance reviews.
Use your actual voice or our AI synthesis. One-time voice clone, then personalize unlimited videos on demand.
/month
Up to 100 clients
/month
Up to 500 clients
/month
Unlimited clients
All plans include a 14-day free trial. No credit card required.
Works seamlessly with your existing tax and accounting tools:
We handle the recording for you during onboarding. You will speak for 2-3 minutes into our AI voice clone system. After that, all personalized videos automatically use your voice without any additional effort from you.
Yes. You can adjust background colors, add your logo, change fonts, and customize the call-to-action. Professional designs are provided as defaults, and our team can help with custom design requests on Enterprise plans.
Typically 1-2 minutes to generate and send campaigns to 50-100 clients. It scales linearly, so 500 clients takes about 5-10 minutes once you upload the list and set your preferences.
All data is encrypted in transit and at rest. We never share or resell your client information. We are SOC 2 Type II certified and HIPAA compliant for firms handling sensitive client data.
Absolutely. Tax Action Video Mailers work for tax season, but the platform is used by CPAs for quarterly planning calls, estimated payment reminders, year-end strategies, and other recurring client touchpoints throughout the year.
Professional and Enterprise plans include priority support. During tax season, we staff up our support team to ensure you get responses within 2 hours. Email, chat, and phone support are all available.
Built for CPA firms using personalized video to increase pre-file completions and client satisfaction.
Register interest
This is not a purchase and there is no card field. It puts your address, this product, and whatever you write below in front of a person, and you get a written answer about what finishing it, or handing it over for you to run yourself, would actually take.