Insurance agencies
Enrollment season, ready before it opens
- Oct 15Medicare Annual Enrollment opens
- Dec 7It closes: the last-call letter
- Any timeA welcome for every new client
For tax firms, insurance agencies and advisers
What you oweyour clients,in writing.
Every season owes every client a page: an engagement letter, an enrollment newsletter, a year-end checklist. Documents knows when each is due, hands you one ready to make your own, and keeps a record of every copy.
Preview any document free · One Snow AI sign-in
15 Oct 2026Medicare AEPopens todayCloses in 53 days
Due now · for every Medicare clientAnnual Enrollment, in one page
Medicare AEPPreviewed free
Made yours
Shared with a client
Opened, and logged
Your practice name(000) 000-0000
Newsletter · Medicare AEPAnnual Enrollment, in one page
The Annual Enrollment Period runs from October 15 to December 7. It is the one window each year to change a Medicare Advantage or drug plan for the year ahead.
A short review now is the simplest way to know whether your plan still fits. Call us to book one.
Signed by1 / 1
Preview · the rest opens when it’s yours
Made yours
PracticeNorthwind Insurance
Phone(555) 010-0142
Audit trail
Opened by the client10:42
Opened by the Rivera household · in the audit trail
Works the way you do
PDF and Worddownload eitherShares with a passwordand an end dateYour whole teamowner, admin, memberThe selling yearwindows, soonest firstAn audit trailCSV whenever you need itOne Snow AI login
Who it’s for
Practices whose year runs on a calendar.
If your clients hear from you because a date is coming, Documents is built around that date.
Tax firms
Every engagement letter out in January
- JanThis year’s engagement letter
- Jan 31The forms that land: what to bring
- Apr 15The extension notice, plainly put
Financial advisers
Year-end, without the December scramble
- NovThe year-end review letter
- Dec 31Required minimum distributions
- FebThe tax documents checklist
The library
The year’s paperwork, already written.
Ready-made letters, newsletters and checklists, filed under the window they belong to. Open any one and read it before you buy. Buy it once and it is yours to keep.
Newsletter · 2 pages
Annual Enrollment, in one page
What the enrollment window is, and why a short review now is worth it.
For clients
Letter · 1 page
One week left to review your plan
The plain last call before December 7.
For clients
Letter · 2 pages
Engagement letter, tax year 2026
What you will do, what you need, and when: ready to sign.
For clients
Checklist · 1 page
What to bring for your 2026 return
The forms that arrive in January, and what to gather before you come in.
For clients
Letter · 1 page
Your return will be filed on extension
More time to file, not more time to pay, said plainly.
For clients
One-pager · 1 page
RMD season checklist
Required minimum distributions, before December 31.
For clients
Letter · 1 page
Your year-end review
An invitation to a short review before the year closes.
For clients
Letter · 1 page
Welcome, and how to reach us
Who to call, how you keep in touch, and what to expect.
For new clients
Buy once, keep it. A library document is paid for once, by card, and stays in your library for good: download it as PDF or Word whenever you need it. What you paid is kept with it, so a later price change never touches it. The library’s own prices are shown on each document in the Marketplace.
How it works
Made yours. Kept. Sent.
Make it yours
The layout stays put. Your details go in.
A library document arrives with its fields marked: your practice’s name, your number, who signs. Fill them in once and the page is yours. Come back any time to change an answer.
- Only the open fields change; the layout is locked, so it always prints right
- Download as PDF or Word
- Pick the client first, and the download is recorded against them
Type, and watch the page.
Layout locked · 3 fields open
Download PDFWord
Harbor & Pine Tax(555) 010-0187
Checklist · Tax seasonWhat to bring for your 2026 return
Most forms you need arrive by the end of January. Before we meet, please gather:
· Your W-2s and any 1099s
· Last year’s return
· Letters from the IRS or your state
Not sure about something? Call us on (555) 010-0187.
Ana Reyes, EA
for Harbor & Pine Tax1 / 1
for Harbor & Pine Tax1 / 1
Keep it
Every copy accounted for.
What your practice owns is filed by the window it belongs to, with your own uploads beside it for every seat to use. Each file made, downloaded, uploaded, removed or emailed goes into the audit trail: who, when, which version, for which client.
- Filter the trail, and download the same view as a CSV
- Owners and admins see the whole practice; a member sees their own
- Take your data out whenever you like, from Records
Audit trailEvery file and every send
| When | Who | What | Document | Client |
|---|---|---|---|---|
| 09:12 | Ana R. | PDF made | Engagement letter · v3 | Garcia family |
| 09:14 | Ana R. | Downloaded | Engagement letter · v3 | Garcia family |
| 09:40 | Sam T. | Uploaded | Firm letterhead.docx | — |
| 10:05 | Ana R. | Emailed | What to bring · v1 | Lopez household |
Showing today · all seatsDownload CSV
Send it
A link for one client, with a lock on it.
Share a document with a client as a link guarded by a password you give them separately. It stops working after a few days, and every open is recorded. The page the client sees names the document and nothing else until the password is right.
- A password, an end date, and a record of every open
- A follow-up date, and a reminder email when it comes
- Revoke it, and the link stops at once
Your shareRecords
DocumentEngagement letter, 2026
ForGarcia family
PasswordGiven by phone
Endsin 5 days
Follow upFriday
Created by Ana R.09:20
What the Garcia family sees
Engagement letter, 2026
Letter · Tax season
Your 2026 return
Dear Garcia family, thank you for asking us to prepare your return again this year. This letter sets out what we will do, what we need from you, and when.
This link is no longer active.
Write it In build
A first draft from one sentence.
Say who it is for and what it needs to say, and a first draft comes back laid out and ready to edit. This part of Documents is being built and isn’t open yet. Until it is, start from the library, or upload your own and keep it beside the rest.
- Figures it can’t know are left blank for you
- Nothing goes out until you have read it and sent it yourself
“A short letter for the Lopez household: their return is ready to review and sign.”
This area isn’t ready yet. Parts of this website are still being built. For any questions, write to support@snowai.app.
Built to HIPAA rules
A client’s file is a protected file.
Tax returns, enrollment papers, a member list: Documents treats what you upload as protected, under the Business Associate Addendum Snow AI holds with AWS.
Its own key
Protected files are encrypted under a key that belongs to Documents alone, at rest and on the way.
Who, what and when
Every look at a protected file is logged. The log never holds the value itself.
Masked until asked
Details stay hidden by default. A full export asks for a reason and a fresh sign-in.
Nothing in the subject line
No health or tax details, and no Social Security numbers, in emails, links, titles or file names.
What’s included
On its own, or inside your Snow AI account.
Library documents are bought one at a time and kept. Documents itself is a plan. The figures below are proposals; nothing is charged at them until they are set.
Documents on its own
For a practice that wants the year’s paperwork in one place. Its own plan, and the Snow AI sign-in.
$39–49a month, per practiceProposal · not final
- The Deadlines view, follow-ups, clients and team seats
- Make library documents yours, as PDF or Word
- Shares with a password, and the audit trail
Library documents are separateEach is bought once, at the price shown on it, and kept. The plan never charges for a document you already own.
See Snow AI pricing Documents inside your Snow AI account
Add it to the account you already use. What the account already has is never charged again.
Pricing is being setNo figure until it’s final
- Everything in Documents on its own
- One login and one team across your apps
- Ask, Render and Extract shared across the account
What you saveThe capabilities Documents uses come with it. Bought one by one, each would be its own subscription, Transcribe alone at about $10 a month (a proposal). Inside a Snow AI product, you pay for none of them twice.
See Snow AI pricing What’s included where
| Capability | Documents on its own | Inside your Snow AI account | Bought one by one |
|---|---|---|---|
| The libraryPreview free, buy once, keep it | Included | Included | Only in Documents |
| Deadlines and follow-upsEvery window, soonest first | Included | Included | Only in Documents |
| Shares, audit trail, Records | Included | Included | Only in Documents |
| PDF and Word outSnow AI Render | Included | The Render your account has, not charged twice | Render on its own · pricing being set |
| Reading a PDF you uploadSnow AI Extract | Included | Shared across the account | Extract on its own · pricing being set |
| Questions about a documentSnow AI Ask | Included | Pooled across every app | Ask on its own · pricing being set |
| A recording into wordsSnow AI Transcribe | In build | In build | About $10 a month · proposal |
| A first draft from one sentence | In build | In build | — |
| In the family, in build | Signing through Sign · Invoicing through Invoice · The client’s own account in Portal · Sending through Campaigns | ||
A Snow AI customer never pays for the same thing twice. Capabilities belong to your account, not to each app. If another Snow AI product already gives your account Render, Extract or Ask, Documents uses it and does not charge for it again.
Part of Snow AI
The page is written here. The rest happens next door.
One login opens every app on your account. These are the ones a document goes on to.
In build
Sign
Send an engagement letter out to be signed, and the signed copy comes back to its file.
About Sign →In buildInvoice
When the engagement is agreed, the invoice goes out with a way to pay.
About Invoice →In buildPortal
Your clients find what you send in their own account, beside everything else you do for them.
About Portal →In buildCampaigns
One newsletter to every client in the window, from the list you already keep.
About Campaigns →Questions
Asked before the season starts.
Something else? Write to support@snowai.app and a person will answer.
Can I read a document before I buy it?
Yes. Every document in the library opens free, with no card: the title, what it is for and its opening. The rest of the page opens once it is yours.
Is a document I buy mine to keep?
Yes. You pay once, by card, and it stays in your library. Download it as PDF or Word whenever you need it. The price you paid is recorded with it, so a later change to the catalogue never rewrites what you own.
Which windows does it know about?
Tax season, Medicare’s Annual Enrollment Period (October 15 to December 7), year-end planning, and documents with no deadline at all. The Deadlines view lists them soonest first, and marks a window red when it is under 45 days away and amber under 100.
How does a client get a document?
Download it for that client, which records it against them in the audit trail, or share it as a link with a password and an end date. Every open of a share is recorded. Sending it out for signature through Sign is being built.
Can my team use it?
Yes. A practice has seats for owners, admins and members. Uploads are there for every seat, and the audit trail shows who did what.
What about clients’ tax and health information?
Documents is built to HIPAA rules, under the Business Associate Addendum Snow AI holds with AWS. Protected files have their own key, every look is logged without the value, and no health or tax details go into emails, links, titles or file names.
Can it write a letter for me?
Not yet. Drafting from a sentence is being built. Today you start from the library or from a file you upload.
How much does it cost?
The plan is proposed at $39–49 a month for a practice; that figure is not final, and nothing is charged at it until it is. Library documents are priced one by one in the Marketplace. A Snow AI customer never pays for the same thing twice.
Can I take my data out?
Yes. Records lets an owner or admin export the practice’s own data, and every export is listed with how often it was taken.
Put it in writing. Before it’s due.
Sign in with your Snow AI account, open Deadlines, and see what your next window owes your clients.