April 14th. Three clients still haven't sent their K-1s.
Every deadline tracked. Every client reminded. No surprises.
Talon manages client deadlines, document collection, and follow-ups — over text — so tax season doesn't mean 80-hour weeks.
No app to download. No credit card to start. Works over text.
The real cost
What it costs to stay buried in admin.
Document collection is pulling teeth
Every year, the same clients need 3-4 reminders to send their W-2s, 1099s, and K-1s. Chasing paperwork is half the job.
Avg. follow-ups per client: 3.2
Deadline overload
Federal, state, quarterly estimates, extensions, payroll — each client has their own set of deadlines. Missing one means penalties and angry clients.
Avg. deadlines tracked: 200+/year
Client communication bottleneck
Clients email questions at all hours. During tax season, your inbox is a warzone and response times crater.
Avg. response time in April: 3+ days
Engagement letters and renewals
New year, new engagement letters. Getting 50+ clients to sign and return them is a project in itself.
How Talon helps
Your assistant. Over text.
No app to learn. Text Talon like you'd text a colleague — and it handles the rest.
Document request reminders
Set reminders per client: "Remind me to follow up with the Petersons for their K-1 on March 1st." Talon tracks who's sent docs and who hasn't.
Deadline tracking by client
Log deadlines: "Martinez S-corp return due March 15, extension filed, final due September 15." Talon reminds you at 30, 14, and 3 days out.
Client follow-up drafts
Talon drafts professional follow-up texts for document requests, appointment confirmations, and deadline reminders — consistent, friendly, and fast.
See it in action
Real conversations. Real results.
Simple pricing for everyone.
No contracts. No hidden fees. Cancel anytime.
Personal
- Great for everyday help
- Works in 4 chat apps
- Remembers what you tell it
- Web search & link reading
Smart
- Everything in Personal
- Google Calendar & Gmail
- More usage for heavy use
- Priority support
Brilliant
- Everything in Smart
- Maximum intelligence
- Handles the complex stuff
- Generous usage budget
Cancel anytime. No credit card to start. Or text (917) 779-9921 to begin.
Ready to master your workday?
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