Use the messaging and templates below for clients who have filed with you through Expert Filing — april's premium, Tax Pro-led tax filing experience — before. Personalize the message based on what the client valued previously, add your enrollment link, and confirm that this year's tax situation is supported.
What's the core message for returning Expert Filing clients?
You've already experienced april's streamlined, expert filing process. This year, you can return to the same type of guided digital experience: answer a set of questions, securely upload your documents, review and sign electronically, and have a Tax Team prepare and e-file your return. A credentialed Tax Pro owns the preparation 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 to returning clients?
Return to a familiar, digital filing experience
Continue receiving professional, done-for-you support instead of switching to DIY software
Reduce the cost and back-and-forth often associated with a traditional CPA
Collaborate directly with the Tax Team, with advisor visibility throughout the filing
Keep tax information connected to the broader financial plan, with client authorization
What should I do before sending these templates?
Before inviting a client to file with Expert Filing again:
Personalize the message based on what the client valued previously.
Add your enrollment link where you see {{get started here}} or {{Get started}}.
Confirm that this year's tax situation is supported.
What emails can I send to invite clients back?
Email 1: Invitation to return
Subject: Ready to file with us again?
Hi {{First Name}},
As you start thinking about taxes this year, I wanted to invite you to file with us again.
You can return to a premium, streamlined experience: complete a guided questionnaire, upload your tax documents through a secure hub, and review and sign your completed return electronically. A Tax Team, including a credentialed Tax Professional with 5+ years of experience, will prepare and manage your return from start to finish.
As before, both you and I can collaborate directly with the Tax Team during the process at no additional cost. That helps reduce the usual back-and-forth while keeping me informed as your advisor.
If you'd like to file with us again, you can {{get started here}}. You can also reply to this email, and I'll help with next steps.
Best,
{{Advisor Name}}
Email 2: Follow-up
Subject: RE: Ready to file with us again?
Hi {{First Name}},
Quick follow-up in case tax filing is still on your list. Since you've used us to file your taxes before, you already know the convenience of a guided, Tax Pro-led experience without the typical CPA back-and-forth.
If you'd like to return this year, you can {{get started here}}. Or reply "Yes," and I'll send over the next steps.
Best,
{{Advisor Name}}
What text messages can I send to invite clients back?
Text message 1
Hi {{First Name}}, tax season is coming up, and I wanted to invite you to file with us again. You can return to the guided, professional experience you used before: upload your documents, answer a few questions, and let your Tax Team handle the return. Let me know if you'd like the link.
Text message 2
Hi {{First Name}}, just following up on filing with us again this year. Your Tax Team can prepare and e-file the return, and I can stay involved through the process. Reply "Yes," and I'll send the next steps.
What talking points can I use in a meeting with a returning client?
Use these points in an in-person or phone conversation:
"You already know how april's guided filing experience works, so returning gives you a familiar path to a professionally prepared return."
"You'll securely upload your documents, answer the guided questions, and review and sign electronically."
"A credentialed Tax Pro owns the preparation from start to finish."
"I can collaborate directly with the Tax Team, so I stay informed without adding coordination work for you."
What can I include in a newsletter for returning clients?
Filed with us before? Come back for 2027
If you used us previously to file your taxes, you can return to the same streamlined, professional filing experience this tax season. Complete a guided questionnaire, securely upload your documents, and have a credentialed Tax Professional prepare your return from start to finish.
It's a familiar, done-for-you way to file, with less of the cost and back-and-forth often associated with a traditional CPA. {{Get started}}
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