Never miss a deadline
Collect documents, remind on deadlines, and review returns with secure, tappable messages.
Tax & Accounting
Deadlines, documents, reviews
Faster filing
One-tap document uploads.
Fewer late filings
Deadline reminders.
Clear reviews
Share returns securely.
9:41
Ledger & Co
Business · RCS
Today
Tax season
We need a few documents
Hi {{first_name}}, to file on time we need your W-2 and 1099. Tap to upload securely in seconds.
UploadQuestions?
RCS message
A sample Tax & Accounting RCS message — fully customizable.
What you can launch
Journey
Document requests
Journey
Deadline reminders
Journey
Return review
Journey
Payment & invoices
Templates in this pack
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