Deadline reminders
What is due, when, and what to bring.
Accountants and tax preparers
Deadline reminders and tax tips that win clients all year
Accountants are busiest when everyone suddenly remembers a deadline. Short videos about what clients need to bring, what the deadline is and what is new this year turn a rush into a steady flow of enquiries. Chitrio drafts these from your own notes, narrates them in plain language and adds captions, so a small practice can publish like a bigger firm. Reuse the same videos on your site, in emails and on social channels. The same library can be reused every year with the dates changed, which makes the first season the most work and later seasons much lighter.
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Straight answer: Tax rules change and vary by country and region. Keep content general, check each statement against official guidance and add a line telling viewers to speak to a professional for their situation.
How it works
- 1
Choose the deadline or question
Self-employed filing dates, bookkeeping basics, what records to keep, how to choose a business structure.
- 2
Add the current rules
Paste the official figures and dates, then review the script against them. Date every video.
- 3
Render and schedule around deadlines
Release reminders four weeks, two weeks and one week before the date.
- 4
Segment by client type
Make one set for sole traders, one for small companies and one for landlords, so each client sees what applies to them.
- 5
Pair with an email reminder
Send each video in the email that announces a deadline, with a single call to action to book a meeting.
What people make with it
Small business basics
Bookkeeping, invoices and expenses explained simply.
Year-end checklists
A short list per client type.
New client welcome
What to expect when you hire the firm.
By market
US preparers focus on the tax filing season and quarterly estimates, UK accountants on Self Assessment and VAT, Canadian accountants on filing season and GST/HST, and Australian accountants on the end of the financial year and BAS.
Software tutorials
A short walkthrough of the accounting software you use so clients upload records correctly.
Questions, answered
Will videos go out of date?
Yes, tax rules change. Date each video and refresh it each year.
Can I keep my practice's branding?
Yes, with a logo and colour preset.
Does it give tax advice?
No. It drafts educational content you review.
Can I use it for bookkeeping tutorials?
Yes. Paste your steps and it will narrate them.
What about client privacy?
Never put client details in a video or script.