Clarity Tax Relief

Email template source library

Every branded template, ready to paste into SetForth. Click Copy source and paste it into the CRM's HTML editor, not the visual editor, which rewrites the layout. Merge fields are shown per template so you can confirm the CRM supplies them.

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Client-facing

Goes to a client or a lead. Carries a results disclaimer, and the phone number follows the split: new leads see 7779, enrolled clients see 7776.

01

Welcome: enrolled client

The first thing a retained client receives.

Subject line Welcome to Clarity Tax Relief

Fires when Status changes to Enrolled

clientservices@claritytaxrelief.com(888) 825-7776
Merge fields{FIRSTNAME}
9.7 KB
02

New lead: consultation confirmed

Confirms a web-form request and warns about the (949) caller ID.

Subject line Your free consultation with Clarity Tax Relief

Fires when Web form submitted

info@claritytaxrelief.com(888) 825-7779
Merge fields{FIRSTNAME}
9.0 KB
03

Client portal inviteNew 7/28

Sign-in details for the secure portal.

Subject line Your Clarity Tax Relief client portal is ready

Fires when Phase 1 payment cleared

clientservices@claritytaxrelief.com(888) 825-7776
Merge fields{EMAIL}{FIRSTNAME}{PORTAL_URL}{TEMP_PASSWORD}
8.9 KB
04

Returns filed: waiting on the IRS

Sets expectations during the quiet stretch after filing.

Subject line Your returns are filed — what happens next

Fires when Returns submitted

clientservices@claritytaxrelief.com(888) 825-7776
Merge fields{FIRSTNAME}{TAX_YEARS}
9.5 KB
05

Tax organizer request

Asks the client to complete their tax organizer (personal / self-employed / business) in the portal or by direct link; merge {TAX_YEAR} and {DUE_DATE}. When the Forth external Tax Intake Form is live, its link goes in the same button.

Subject line Your tax organizer — the one thing that speeds up your return

Fires when Tax-prep engagement starts / new tax year

clientservices@claritytaxrelief.com(888) 825-7776
Merge fields{DUE_DATE}{FIRSTNAME}{SYSTEMUSER_FULLNAME}{TAX_YEAR}
11.3 KB
06

Document resend: unreadable

Asks for a clearer copy without blaming the client.

Subject line We need a clearer copy of one document

Fires when Manual send

clientservices@claritytaxrelief.comdocs@claritytaxrelief.com(888) 825-7776
Merge fields{DOCUMENT_NAME}{FULLNAME}
7.9 KB
07

Document resend: both sides

Asks for the reverse side of a two-sided document.

Subject line We need the back of each page too

Fires when Manual send

clientservices@claritytaxrelief.comdocs@claritytaxrelief.com(888) 825-7776
Merge fields{FULLNAME}
7.6 KB
08

Upcoming payment reminderNew 7/28

Courtesy notice before a scheduled payment runs.

Subject line A quick heads-up about your next payment

Fires when Days before next payment

clientservices@claritytaxrelief.com(888) 825-7776
Merge fields{ASSIGNED_TO}{FIRSTNAME}{NEXTPAYMENT_AMOUNT}{NEXTPAYMENT_DATE}
7.6 KB
09

Missed payment: AccountingNew 7/28

Recovers a failed payment without alarming the client.

Subject line About a payment we could not process

Fires when Payment fails

accounting@claritytaxrelief.com(888) 825-7776
Merge fields{FIRSTNAME}
6.4 KB
10

Leave a review

Review invitation.

Subject line How did we do? — Clarity Tax Relief

Fires when Status changes to Enrolled

(888) 825-7776
Merge fields{FIRSTNAME}{SYSTEMUSER_FULLNAME}
5.6 KB
11

Share your story

Testimonial request.

Subject line Share your experience with Clarity Tax Relief

Fires when Manual send

(888) 825-7776
Merge fields{FIRSTNAME}{SYSTEMUSER_FULLNAME}
5.4 KB
12

Share your story: at enrollment

Testimonial request timed to enrollment.

Subject line Welcome to Clarity Tax Relief

Fires when Status changes to Enrolled

(888) 825-7776
Merge fields{FIRSTNAME}{SYSTEMUSER_FULLNAME}
5.4 KB
13

Share your story: at resolution

Testimonial request timed to case resolution.

Subject line You made it through — Clarity Tax Relief

Fires when Case resolved

(888) 825-7776
Merge fields{FIRSTNAME}{SYSTEMUSER_FULLNAME}
5.4 KB

Internal: staff

Goes to your team, never a client. No phone number and no marketing; a confidentiality line instead, because every one carries client details.

14

Task assigned

Tells a staff member a task landed on them.

Subject line New task assigned

Fires when Task assigned in CRM

internal · no client contact details
Merge fields{CLIENT_COMPANYNAME}{CRMURL}{CUSTOMERID}{DATE}{FULLNAME}
6.0 KB
15

First payment cleared

Flags that a new client's first payment went through.

Subject line First payment cleared

Fires when First payment clears

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}{PAYMENT_AMOUNT}{PAYMENT_DATE}{PAYMENT_TYPE}
7.4 KB

Internal: automatic CRM notifications

Fired by SetForth on an event. Same shape every time so staff learn one layout; the colour bar carries the severity.

16

Payment errorNew 7/28

Automatic CRM notification to staff.

Subject line A payment error has occurred.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{ERROR}{FULLNAME}{ID}{PAYMENT_AMOUNT}{PAYMENT_DATE}{PAYMENT_TYPE}
8.5 KB
17

Payment returnedNew 7/28

Automatic CRM notification to staff.

Subject line A client payment has been returned.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}{PAYMENT_AMOUNT}{RETURN_DATE}{RETURN_REASON}
7.8 KB
18

Client cancelledNew 7/28

Automatic CRM notification to staff.

Subject line A client has been cancelled.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CANCELLED_NOTES}{CANCELLED_REASON}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}
7.7 KB
19

E-sign declinedNew 7/28

Automatic CRM notification to staff.

Subject line A client has declined an e-sign document.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}
6.6 KB
20

QA rejectedNew 7/28

Automatic CRM notification to staff.

Subject line A client file has been QA rejected.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{CUSTOMERID}{DATE}{FULLNAME}
6.6 KB
21

Payments pausedNew 7/28

Automatic CRM notification to staff.

Subject line A client's payments have been paused.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}
6.6 KB
22

QA neededNew 7/28

Automatic CRM notification to staff.

Subject line A client file needs QA.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{CUSTOMERID}{DATE}{FULLNAME}
6.6 KB
23

Client replied by textNew 7/28

Automatic CRM notification to staff.

Subject line A client has replied by text message.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}{SMS_BODY}{SMS_FROM_PHONE}
7.7 KB
24

File enrolledNew 7/28

Automatic CRM notification to staff.

Subject line A client file has been enrolled.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}
6.5 KB
25

File approvedNew 7/28

Automatic CRM notification to staff.

Subject line A client file has been approved.

Fires when CRM event

internal · no client contact details
Merge fields{APPROVE_NOTES}{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{FULLNAME}{ID}
7.3 KB
26

E-sign signedNew 7/28

Automatic CRM notification to staff.

Subject line A client has signed an e-sign document.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{DOC_TITLE}{DOC_TYPE}{FULLNAME}{ID}
7.4 KB
27

Lead assignedNew 7/28

Automatic CRM notification to staff.

Subject line A new lead has been assigned to you.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{BEST_TIME_OF_DAY_TO_CONTACT}{CAMPAIGN}{CRMURL}{CUSTOMERID}{DATASOURCE}{DATE}{DOES_CLIENT_HAVE_ASSETS_THEY_NEED_PROTECTED_FROM_IRS}{EMAIL}{ESTIMATED_TOTAL_TAXES_OWED}{FIRSTNAME}{FORM_IP_ADDRESS}{LANGUAGE}{LASTNAME}{LEAD_SOURCE}{PHONE}{TYPE_OF_TAX_DEBT}{UNFILED_TAX_YEARS}
12.5 KB
28

File submittedNew 7/28

Automatic CRM notification to staff.

Subject line A client file has been submitted.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{CUSTOMERID}{DATE}{FULLNAME}
6.5 KB
29

E-sign openedNew 7/28

Automatic CRM notification to staff.

Subject line A client opened an e-sign document.

Fires when CRM event

internal · no client contact details
Merge fields{ASSIGNED_TO}{CLIENT_COMPANYNAME}{CRMURL}{DATE}{DOC_TITLE}{DOC_TYPE}{FULLNAME}{ID}
7.4 KB