• Why Texting for Tax Professionals?

    Text Messaging, or Texting in short, is the most effective communication & marketing channel. More than 90% of text messages are read within 15 minutes of receipt! That’s 20 times more effective than email which has an average click rate of under 5%.

    Most of your clients love texting and use it on a daily basis. They’ll like to use it with you too!

    Personalized Texting is the approach to boost the performance of Texting significantly. It is achieved by applying the following principles:

    • Each text message is individualized for the target recipient by addressing them by their name
    • Each message is timed to be sent on the day and time when it will have the highest effectiveness for the target recipient
    • Each message contains the offer/reminder/content that is individually relevant to the target recipient
    • All texts are sent from a regular phone number in the local area code and not from a so-called “short code” (5 or 6 digits).
    • Supports the ability for bidirectional human-to-human conversation via texting as well as voice calls
  • 2_grow_business

    Grow Your Business with Textellent

    Textellent offers a unique, patent-pending Personalized Texting service designed especially for the Tax Professionals. It marries the best practices for marketing & communication for the Tax Preparation business with the principles of Personalized Texting mentioned above. It goes one step further and entirely automates the whole process!

    The result is that, you enjoy the benefits of proven marketing best practices while saving many hours of work each day!

    • Cross-sell your various services around the year
    • Boost referrals for all your services
    • Increase retention rate by staying in touch with clients in the off season
    • Send birthday & holiday greetings automatically
    • Position yourself for strong growth in the next tax season

    Textellent enables you to establish a deep relationship with each of your clients. It will make you look great to your clients without the extra work! Join fellow tax professionals who are enjoying strong results and benefits.

  • 3_remind

    Remind on-hold clients to come back and finish

    Do you have tax returns "on hold" waiting on clients to bring in documents or payment?Learn More
  • 4_birthday

    Send birthday greeting to primary and spouses

    You have the birthdate information for all of your clients and their spouses. Would you like to bring a smile to their faces on their birthdays?Learn More
  • 5_cut_cost

    Cut support cost and time spent on the phone

    Do you find yourself in the middle of long conversations on the phone with your clients while your work piles on? You can serve your clients faster, saving you time while making them delighted!Learn More
  • 6_refer_friends

    Get current clients to refer friends, family & co-workers

    Sure, you ask each client for referrals but how many are you actually getting? Would you like to get more referrals? Learn More
  • 7_invite_timely

    Invite prior year clients back in a timely fashion

    Do you get all of your prior year clients to return each year? How effective is your current reminder strategy?Learn More

Get sample texts to your mobile phone now!

Experience the service interactively.

What Our Clients Say

Jennifer Hearn

Jennifer Hearn

"By utilizing Textellent our clients were communicating with us more than ever during the Tax season and during the off-season...

Jennifer Hearn

Los Angeles, CA

2016-05-07T00:13:34+00:00

Jennifer Hearn

Los Angeles, CA

Jennifer Hearn
"By utilizing Textellent our clients were communicating with us more than ever during the Tax season and during the off-season that we saw a definite increase in our business compared to last Tax season."
Alejandro-rojas

Alejandro rojas

"Textellent is a great platform to keep clients aware of services plus the added value of sending a text to...

Alejandro Riojas

RBS. Laredo, TX

 

2016-05-06T06:36:02+00:00

Alejandro Riojas

RBS. Laredo, TX

 

Alejandro-rojas
"Textellent is a great platform to keep clients aware of services plus the added value of sending a text to say thank you or happy birthday is just good way to make customers feel that they are important to the company."
David_Riggs

David Riggs

"We have really enjoyed Textellent and so have our clients. Our clients love the convenience of Textellent too. Many have...

David Riggs

Accounting Services of York. York, PA

2016-05-06T06:42:18+00:00

David Riggs

Accounting Services of York. York, PA

David_Riggs
"We have really enjoyed Textellent and so have our clients. Our clients love the convenience of Textellent too. Many have even text us to schedule appts! We love that Textellent is automated! So easy to use. We don’t have to remember our client’s birthdays and reminder dates. And we save so much money by sending automated texts vs. doing postcards, or even phone calls!"
Greg-Younts

Greg Younts

"We enjoy the ability to keep in touch with our clients ALL year long! It’s easy and cost effective. Reminding...

Greg Younts

TaxSavers Tax & Financial Services LLC

Las Vegas, NV

2016-05-06T06:43:04+00:00

Greg Younts

TaxSavers Tax & Financial Services LLC

Las Vegas, NV

Greg-Younts
"We enjoy the ability to keep in touch with our clients ALL year long! It’s easy and cost effective. Reminding folks of missing paperwork and getting their attention has never been easier! And now we are launching our tax resolution business and plan to utilize it for that too!"
Franklin-Fabre-300x300

Franklin Fabre

"¡Estamos ahorrando dinero en mercadeo mediante el uso de Textellent! El sistema es fácil de usar y económico y nos...

Franklin Fabre

Alba Tax, Bronx, NY

2016-07-11T23:45:07+00:00

Franklin Fabre

Alba Tax, Bronx, NY

Franklin-Fabre-300x300
"¡Estamos ahorrando dinero en mercadeo mediante el uso de Textellent! El sistema es fácil de usar y económico y nos permite mantener el contacto con nuestros clientes durante la temporada fuera de impuestos. Hemos retenido más clientes este año que nunca utilizando Textellent."
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