Use the messaging and templates below to introduce april's Expert Filing — april's premium, Tax Pro-led tax filing experience — to clients who haven't filed with you before. Personalize the language, add your enrollment link, and confirm the client's tax situation is supported before recommending the service.
What's the core message about april's Expert Filing?
april's Expert Filing combines a proprietary AI-powered tax engine with credentialed U.S.-based Tax Pros. The client completes a guided digital questionnaire and uploads tax documents through a secure hub. A Tax Team, including a credentialed Tax Pro, prepares the return from start to finish. Each Tax Pro holds an active CPA or EA credential and a valid Preparer Tax Identification Number (PTIN), has at least five years of paid individual tax-preparation experience, and has extensive experience preparing moderate- to high-complexity returns, including those involving multi-state, self-employment, rental, and investment income.
Which benefits should I emphasize?
Premium, professional filing at a fraction of the cost of a traditional CPA
Less back-and-forth among the client, advisor, and tax preparer
A streamlined questionnaire and secure document upload
A Tax Pro matched to the client's filing needs
Direct collaboration among the client, advisor, and Tax Team at no additional cost
A professional, done-for-you experience rather than DIY software
What should I do before sending these templates?
Before recommending april's Expert Filing to a client:
Personalize the language in the template you're using.
Add your enrollment link where you see {{get started here}} or {{Learn more or get started}}.
Confirm the client's current tax situation is supported.
What emails can I send to introduce april's Expert Filing?
Email 1: Introduction
Subject: Expert tax filing for 2026
Hi {{First Name}},
Have you decided how you plan to file taxes this year? I wanted to make you aware of Expert Filing, our premium tax filing experience, which removes much of the typical back-and-forth and high cost that can come with filing through a traditional CPA.
april's Expert Filing is streamlined and built for accuracy. You'll upload your tax documents once and answer a guided set of questions. A credentialed Tax Pro with 5+ years of experience will prepare and manage your return from start to finish.
If you're interested, let me know, or you can {{get started here}}.
Best,
{{Advisor Name}}
Email 2: Follow-up
Subject: RE: Expert tax filing for 2026
Hi {{First Name}},
Quick follow-up on our expert tax filing solution. If you're still deciding how to file this year, april's Expert Filing is an easy way to get a premium, Tax Pro-led return without the usual CPA back-and-forth.
You'll answer a guided set of questions, securely upload your documents, and review and sign the completed return electronically.
If you'd like, you can {{get started here}}. Or just reply "Yes," and I'll send over the next steps.
Best,
{{Advisor Name}}
What text messages can I send to introduce april's Expert Filing?
Text message 1
Hi {{First Name}}, have you decided how you're filing taxes this year? We offer Expert Filing, which is a professional tax filing experience that reduces the typical back-and-forth and cost associated with filing through a traditional CPA. Let me know if you're interested, and I can send you the link to sign up.
Text message 2
Hi {{First Name}}, just wanted to follow up on my previous text. With april's Expert Filing, you upload your documents and answer a guided set of questions, then a Tax Pro prepares the return on your behalf. Let me know if you're interested!
What talking points can I use in a client meeting?
Use these points in an in-person or phone conversation:
"You can get a premium, professionally prepared return without the typical cost or coordination of a traditional CPA."
"You'll complete a guided questionnaire and upload your documents through a secure hub."
"A credentialed Tax Pro prepares the return from start to finish; it isn't a DIY filing experience."
"You and I can both collaborate with the Tax Team, so I can stay informed without creating more work for you."
"Before you enroll, we'll confirm that your current tax situation is supported."
What can I include in a client newsletter?
Expert tax filing, made simpler
Looking for a more streamlined way to file this year? Our expert tax filing experience combines secure digital document upload with end-to-end preparation by a credentialed Tax Professional. Answer a guided set of questions, upload your documents once, and review and sign your return electronically.
It's a premium, done-for-you experience designed to reduce the cost and back-and-forth often associated with a traditional CPA. {{Learn more or get started}}
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