Tax Refund Season Planner
Live. Plan refund-season outreach: when each consumer's federal refund is likely to land, and the best dates to reach out.
Send up to 2,000 accounts with filing method, refund method, EITC/ACTC claim and expected refund. Estimates the earliest and likely refund dates (e-file and direct deposit about 21 days, paper about 6 weeks or more, checks later, EITC/ACTC refunds held until after February 15 under IRC 6402(m)), then gives pre-season contact, follow-up and last-call dates on business days, the current phase and a suggested ask sized as a share of the expected refund. Season open defaults to an estimate you can override. Includes FDCPA guardrails: no false urgency and no implying a refund intercept. Nothing stored.
Price: $0.001 per call after 1,000 free per month.
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