Sample demo by Praxis AI Solutions - "Example Tax & Accounting" is a made-up business, built to show accounting & tax owners what's possible.

A sample for accounting & tax owners

Stop answering "is my return done yet" calls all season

I built this example for accounting and tax office owners, so you can see the texts your clients would get. Every name here is made up and nothing on this page is live.

Try it yourself
  • Clients see exactly which documents are still missing
  • Fewer calls asking if the return is done
  • Last year's clients book themselves in January
1 link
shows clients exactly what's still missing
You approve
every message before anything goes live
1

Your 2024 tax document checklist

Clients tick off what they've sent, and the reminder text lists only what's still missing.

Tick each item as you upload it or drop it off. Your reminder text will only list what we still need.

0%

The reminder it texts (only what's missing)

2

Where's my return? Status texts

Customers get a text at each step, so the "is it ready yet?" calls stop. Each update is one tap for your team.

Each time a return moves to the next step, the client gets a short text, so they don't need to call and ask.

9:415G
ETExample Tax & AccountingText message

The job, step by step

  1. 1Documents received
  2. 2In preparation
  3. 3Question for you
  4. 4Ready to sign
  5. 5Filed
  6. 6Accepted

Each update is one tap for your team (or it goes out when the job's status changes in the system you already use).

3

January booking and day-before reminder

Reminders go out by text on their own, and one reply confirms or reschedules, so an empty slot gets refilled instead of discovered.

Today this usually comes with: Calendly · $10/mo compare
9:415G
ETExample Tax & AccountingText message

The scene

Linda Hanson filed with the office last year. In January she gets a text to book her 2024 appointment, then a reminder the day before that lists what is still missing from her checklist.

What happens

  1. Last year's clients get a booking text
  2. Simple numbered reply, no phone tag
  3. Offers real open times
  4. Booked, with checklist link
  5. Lands on the owner's calendar On the owner's phoneNew booking: Linda & Dale Hanson, Thu Feb 13, 3:30 PM. Returning client. Added to your calendar.
  6. Pulled from her checklist.
  7. Owner knows what's coming in On the owner's phoneLinda Hanson confirmed for tomorrow 3:30 PM. Still missing: Dale's W-2, county property tax statement.

Why it matters: A review of 29 studies found reminders cut missed appointments by about a third on average (Hasvold & Wootton, Journal of Telemedicine and Telecare). Source

4

Money waiting on late invoices

The other side of the money: the work that slips away today. Type in your own numbers.

At these numbers
$0
sitting in late invoices at any time

The starting numbers are examples for a typical accounting & tax business, not yours. Type your own; nothing you type leaves this page. 56% of US small businesses were owed money on unpaid invoices, averaging $17,500 (QuickBooks 2025 Small Business Late Payments Report). Source

Who builds it

One person you can call

I'm Chris, and I run Praxis AI Solutions out of Mason City, Iowa. When something needs changing, you call or text me, not a support line. In the real version, clients would tick off documents as they send them, get a text when their return moves along, and get a January text to book with you again. Reminders would list only what is still missing, so you stop chasing paper by phone. You approve every message and setting before anything goes live.

(641) 530-2599
  • One price, in writing, before you pay a dime.
  • Nothing sends, posts or charges without your okay.
  • You own what I build. It keeps working even if we never talk again.
  • If I can't build it, there's no charge.

In person around North Iowa; anywhere else over a screen share. Same price, same person.