Client Audit Awareness Email Series
 
Stay ahead of audit season and position yourself as the trusted expert your clients need.
 
In the fall the IRS begins sending out audit letters from the previous tax season — and most taxpayers have no idea what to do when one shows up in their mailbox. The Client Audit Awareness Email Series gives you a done-for-you 4-week email campaign that educates your clients, prepares them for potential audits, and ensures YOU are the first person they call for help.
 
This plug-and-play series includes:

📩 4 Professionally Written Emails 
📝 Customizable Templates — easily add your firm name, contact info, and links
📌 Step-by-Step Instructions — subject line options, scheduling tips, and call-to-action guidance
💼 Client Education + Positioning — explain what audit letters mean, what documents are needed, and why they should contact you first
 
👉 Perfect for:
 
Tax professionals who want to keep clients informed
Firms looking to strengthen client trust and retention
Pros who want to position themselves as the go-to expert during audit season
 
With this series, you’ll save time, provide real value, and turn a stressful season into an opportunity to serve and grow your business.
 
📥 Download your Client Audit Awareness Email Series today and step into audit season prepared.