Tax Email Campaign Vault

Automated email sequences for tax preparation intake, IRS notice evaluations, missing document follow-ups, Form 8879 signature requests, and year-round tax planning.

Tax Prep Intake Sequence (7 Touches)

Active

Triggers when a taxpayer submits the initial web form. Guides them through document upload, W-2/1099 checklist, and appointment scheduling.

Touch 1: Welcome to Baddies Tax Services™ + Secure Upload Link

Touch 2: What Documents Do You Need to File Your 2025 Return?

Touch 3: Missing Document Alert & Intake Checklist Reminder

Touch 4: Your Return is Ready for Review & Signature (Form 8879)

IRS Notice & Back Tax Nurture (6 Touches)

Active

Triggers when a taxpayer requests an IRS notice evaluation. Educates on IRS Fresh Start programs, installment plans, OIC eligibility, and Form 2848 authorization.

Touch 1: Received an IRS Letter? Here is What to Do First

Touch 2: Understanding Your IRS Options: Installment Plans vs OIC

Touch 3: Form 2848 Power of Attorney — Why It Protects You

Touch 4: Next Steps for Your Confidential Transcript Analysis