TaxPostman emails your clients before every due date that applies to them, with the exact documents to send. We track the dates and write every email. You get a record of what each client was told and when.
Dear Ramesh ji,
A due date that applies to you is coming up:
Warm regards, Sharma & Co, Chartered Accountants
TaxPostman answers all three, without you typing a single reminder.
Every client gets a reminder before each of their own due dates, and you keep a dated record that they were told.
Each reminder lists the exact documents for that return. Clients reply to you as usual.
We watch every notification. When a date moves, reminders move with it, automatically.
Set up once in about 15 minutes. It runs every month after that.
Your own page and QR code. Clients join themselves and tick what applies: GST, TDS, income tax, company. Owner and accountant can both join.
See every email that will go out, in a calendar. Approve the month with one click.
Reminders go from your firm's name, 9 AM to 9 PM. Clients click "I have sent the documents" and the reminders stop.
Safe for your reputation and your clients' inboxes.
Our team reviews and approves the wording for each due date before it reaches any client. No sales lines, ever.
No list uploads. Every client confirms their email, so your messages are wanted and land in the inbox.
Sign-up, confirmation, every email, delivered and opened, on one page you can print or save as PDF.
Priced by number of clients (owner and accountant count as one). Plus 18% GST. 30-day free trial on every plan.
OneClick Branding customers get Practice and Firm at a lower first-year price.
No. TaxPostman only handles client reminders. Clients sign up on your page; there is nothing to import or set up.
No, on purpose. Every client joins through your sign-up page and confirms their email. That keeps your emails out of spam and gives you a consent record. Most clients join the same day you share the link.
We do, for every due date, and our team approves each one before it goes out. You add your firm name, logo details, sign-off and a short note like office holidays.
We update it the same day. Pending reminders change on their own.
Emails go only to your existing clients who signed up, and they are informational: dates, documents and tax changes. No advertising, offers or fees.
Free for 30 days. No card needed to start.
