AI Tax Season Client Reminder Drafter

WHAT IT DOES

This AI agent generates clear, professional tax season reminders for tax professionals. Given client details — name, filing status, tax documents needed, deadline, and any special notes — it drafts a structured reminder suitable for email or letter. The output includes a greeting and overview, a list of required documents, the deadline and timeline, and next steps (scheduling, submission, contact). The tone is professional and reassuring, helping tax professionals communicate proactively with clients during the busy tax season.

HOW TO USE

Open the agent in BotSurf. Paste your BGAI API key once (the host prompts you if missing). In the input box, describe your client and tax details. Press "Draft reminder". The AI returns a structured tax season reminder in the panel. You can also select text from any page and click "Use page selection" to fill the input automatically. The panel can be dragged, snapped to screen edges, collapsed, or closed with the Escape key.

WHAT IT SENDS

Exactly the text you type into the input box, plus the system prompt that instructs the model on how to format the reminder. No other data is transmitted. The agent does not send your location, browsing history, or any other information. Usage logs record only the count of runs for billing purposes — not the content of your requests or the generated responses. The output is returned directly to you and is not stored or used for training.

SUBSCRIPTION

$19.99 per month with a 7-day free trial. Includes 100 runs per month. Cancel anytime during the trial or at any point after — no lock-in, no hidden fees. Unused runs do not roll over.

THE PANEL

The agent runs in BotSurf's floating panel interface. Drag the panel by its handle to reposition it anywhere on screen. Snap it to any edge for a tidy layout. Click the collapse button to minimize it to a compact bubble, or press the Escape key to close it entirely. Reopen it from the BotSurf toolbar at any time.

PLEASE NOTE

AI can be wrong. This agent provides general tax information for drafting purposes — not professional tax advice. Always verify all filing requirements, document lists, and deadlines with the IRS or state tax authorities and consult with a qualified tax professional for specific guidance. The agent does not replace professional tax or compliance judgment.