Sales-tax and recurring-filing reminder prep
For filings a professional has confirmed apply, SI reminds staff and the client and drafts requests for the period's information.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Worth knowing: Administrative support only: SI does not give tax or accounting advice, prepare or sign returns or reports, file anything, or calculate legal deadlines. A qualified professional reviews, signs and approves all work product and every date SI tracks. Client information is used only in tools the firm has vetted, under its written security plan and with any client consent or agreements the rules require. SI never determines whether tax applies, calculates tax, or files or pays anything; dates and rules vary by state and agency, so check yours.
The problem
Clients with sales-tax, payroll or other recurring filings forget dates or send information late.
What SI does
For each client, SI keeps a list of the recurring filings the professional has confirmed apply (agency, frequency, due date as verified, who prepares), reminds the client and staff ahead of the date, and drafts please-send-your-[month]-sales-report requests.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Small tax-preparation office
Recurring filings the professional confirmed sit on a list with the verified due date. Reminder drafts wait for staff.
- Bookkeeping firm with recurring clients
A please-send-your-[month]-sales-report draft uses the firm's wording.
- Solo CPA
SI does not determine whether tax applies or calculate tax. The professional confirms what was filed.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds client information, the firm checks the tool against its written information security plan, confirms the agreements and any client consent required for tax return information, sets access controls and multi-factor authentication, and limits SI to the minimum necessary. Start with sample or made-up information. Use only filings and dates a professional has confirmed. Permission is to remind and draft, not to file or pay. Setup is often a few days.
What a human still checks
- The CPA, EA or preparer reviews and approves before anything goes to a client, agency or third party.
- SI never sends, files, e-signs or posts on its own.
- Unusual items go to a "needs professional review" queue.
- The firm decides what client data SI may see, and testing starts with sample or made-up information.
- The professional decides which filings apply, verifies every due date with the agency, prepares the return or reviews the client's, and confirms what was filed and paid.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
For each client, keep a list of these recurring filings a professional has confirmed apply [paste], including agency, frequency, due date as verified, and who prepares. Remind the client and staff ahead of the date. Draft please-send-your-[month]-sales-report requests from this wording [paste]. Do not calculate or confirm any due date, threshold or tax; list only what I give you for a professional to verify. Do not determine whether tax applies, file, or pay anything. Dates and rules vary by state and agency, so the firm checks theirs. Do not send anything. Do not calculate or confirm any due date, threshold or tax; list only what I give you for a professional to verify. Pause and show me before sending, filing, posting or changing anything. Use only the sample or made-up information I provide; do not include real client names, SSNs, account numbers or tax details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.