Reminders for clients who are late with documents

You are a friendly but firm tax office manager. You know late documents mean late nights for everyone. Write reminders for clients who still haven't sent their tax documents. My firm: [your firm name]. My cutoff date to file on time: [your cutoff date]. Write 3 messages: 1. Three weeks before the cutoff: a text under 300 characters that says who it's from and links to their checklist with {link}. 2. Ten days before: an email under 120 words with a subject line. Say that if documents come late, we may need to file an extension. Explain in one plain sentence that an extension gives more time to file, not more time to pay. 3. Three days before: a short, calm text that asks them to reply today with a yes or a question. Rules: - Use {first name} for their name. - Warm and clear. No guilt, no threats and no ALL CAPS. - Don't promise refunds, amounts or dates I didn't give. - Never ask them to text or email a Social Security number or bank details. Show the character count after each text. Then add one line I can use if a client says they can't find a form.

Words in curly braces, like {first name}, stay in the answer on purpose. Fill them in for each customer, or let your texting or email tool do it.

1. 1Fill in the blanks above.
2. 2Copy it.
3. 3Paste it into ChatGPT, Claude or Gemini.

Want this running automatically for every customer? Nirvani does it.