A November-mailed postcard sequence that drives Q4 planning revenue and seeds your January return-prep schedule.
Start Free — No Credit CardTax clients don't think about you between April 16 and February. The firms that mail year-end planning postcards in mid-November break that silence with a specific Q4 service (estimated tax review, retirement contribution check, S-corp distribution planning) and seed referrals into January. The work is high-margin, the calendar is open, and the competition isn't paying attention.
Year-End Planning Recall — 2 waves November and early December
"Schedule your year-end check-in before the deadlines hit." Photo of you, last-year-prepared count, QR to scheduling. Mailed to all prior-year clients with a Schedule C, K-1, or significant capital gains.
Pre-loaded scripts for year-end planning outreach. Estimated tax review, Q4 retirement contributions, S-corp / sole-prop year-end cleanup.
"Last call for 2025 planning — deadlines hit December 31." Single offer, urgency-driven, only to clients who didn't book from Wave 1.
Wave timing, copy direction, and call scripts come pre-configured for November-December cadence.
Pull from UltraTax, Drake, ProSeries, Lacerte, ProConnect, or TaxDome. Filter to clients with Schedule C, K-1, capital gains, or S-corp returns. Upload the CSV.
Postcards print and drop into USPS within 1–2 business days. QR scans drop into the call queue with the client's name pre-filled.
Pre-loaded scripts for year-end planning, retirement contribution review, and S-corp distribution conversations. Booked appointments drop into your calendar.
A typical solo CPA / EA with 80 prior-year clients eligible for Q4 planning. Here's the math on a 2-wave year-end recall:
88:1 ROI on the November mailing alone — before the January 1040 work it pre-books.
Run your own numbers in the ROI calculator.
Free to explore — you only pay when you're ready to send. 30-day money-back guarantee.
Single-wave postcard campaigns · Unlimited contacts · From $1.05/piece
Everything in Free + calls, sequencing · From $0.79/piece
Per-piece pricing includes printing + USPS First-Class postage. Full pricing details →
Drop in your branding, photo, and offer. The live designer handles the rest.
Try the live designer →Year-end planning is the highest-ROI Q4 campaign, but PostKnock also runs pre-season return recall (early January), bookkeeping cross-sell, and new-mover acquisition. See the full lineup on the tax / CPA hub.
See all Tax & CPA campaigns →November 12–18 is the sweet spot. Earlier and clients aren't mentally in year-end mode; later and you're competing with Black Friday noise. PostKnock auto-schedules the drop based on your firm's state and zip codes.
Whichever Q4 service produces the most revenue per hour for your firm. For most solo CPAs that's estimated-tax review for self-employed clients ($300–$500 per engagement, mostly review work). For others it's S-corp distribution / reasonable comp planning. Pick one anchor service; don't list five.
Standard advertising rules: include your name, firm, city, and credentials (CPA, EA). State board rules apply — no false claims, no guaranteed tax savings. Avoid mentioning specific deductions or credits that might date the card. PostKnock templates leave space for state-required disclosures.
Pull clients with last-year tax features that suggest Q4 work: Schedule C income, K-1 income, large capital gains, S-corp distributions, retirement plan contributions. Don't mail W-2-only clients with no Q4 levers; the response rate is near zero and the card cost is wasted.
Yes — that's usually the bigger ROI. Clients who book a November planning meeting tend to pre-schedule their January 1040 appointment in the same conversation. Year-end planning creates the warm context for an immediate seasonal recall.
Stop letting Q4 disappear. Start the cadence that consistently fills your November-December calendar with high-margin advisory work.
Start Free — No Credit CardContact Sales
Tell us about your needs and we'll put together a custom plan.