A November-mailed postcard sequence that drives Q4 planning revenue and seeds your January return-prep schedule.
Start FreeTax 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 on annual plans.
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.
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