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Kathy’s Tax Service, LLC – “It’s wonderful. It saves me 15-20 hours a week at least!”

D&J Professional Services – “We got so many referrals using text marketing we had to turn the feature off — We couldn’t keep up!“

Central Valley Tax Services – “80% of my clients booked their own appointments via the text campaign… saved me at least 60 hours!”

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Tax Blogs

  • tax season tips

    5 Tax Season Tips For Business (Leveraging SMS and AI)

    Explore tax season tips that will help you prepare efficiently. Find out how SMS can simplify tax season prep. Discover Textellent’s SMS solutions. Read More

  • sms marketing for tax professionals

    How SMS Marketing for Tax Professionals Boosts Outreach

    Learn how SMS marketing for tax professionals can help boost client outreach. Discover how Textellent can help you stay connected with clients. Read More

  • tax season marketing ideas

    10 Tax Season Marketing Ideas to Bring in More Appointments

    Explore tax season marketing ideas that can help you bring in more appointments. Discover how Textellent can strengthen your marketing strategy. Read More

  • leads for tax preparation

    10 Ways to Get More Leads for Tax Preparation in 2026

    Explore the top ten strategies for generating more leads for tax preparation. Discover how Textellent can help you use text messaging to gain leads. Read More

  • tax season marketing

    How SMS Fits Into Your Tax Season Marketing Plan

    Learn how SMS campaigns can improve your tax season marketing strategy. Discover how Textellent can help you automate SMS messaging. Read More

  • Woman sitting on a chair while holding a phone

    Why Send Income Tax Return Filing Reminder Message to Clients?

    Procrastination doesn’t just impact your clients. It also makes the upcoming tax season more stressful for you. When clients wait until the very last minute, you have to juggle an overwhelming number of filings in a short time. The workload piles up, which increases the risk of errors and missed deadlines. Many clients avoid filing… Read More

  • Woman with a smile holding a phone

    Benefits of SMS During Tax Season (Why Clients Respond Better)

    Accounting firms often struggle with late paperwork, missed appointments, and slow responses. Emails go unread, and some clients wait until the last minute to send important documents. These delays make tax season more stressful than it needs to be, which leaves you rushing to meet deadlines with little time to spare. SMS messaging makes communication… Read More

  • Woman looking at her phone

    SMS Strategies for Larger Tax & Accounting Practices

    As tax practices grow, so do the challenges of managing communication, staying organized, and delivering exceptional client service. Larger tax firms face the added complexity of juggling hundreds or even thousands of clients during peak filing seasons. Business texting helps you connect with clients in a way that feels easy and personal. Sending reminders, asking… Read More

  • a businesswoman reading a text message

    9 Best Marketing Methods For Tax Professionals

    Marketing for tax professionals requires a smart mix of traditional methods and modern strategies to make an impact. Meeting clients where they are most active and delivering value in meaningful ways is the key to building trust and growing your practice. While classic methods like networking and referrals remain valuable, digital strategies can extend your… Read More

  • a woman in an office sending a text message

    Maximize Retention Year-Round With Tax Season Email to Clients

    Once tax season is around the corner, it can bring a mix of anxiety, deadlines, and paperwork. But it doesn’t have to be overwhelming. Keeping in touch with your clients through well-crafted emails and SMS can make this time much smoother for everyone. Clear and informative tax season emails and text messages help your clients… Read More

  • Best Tools for Tax Professionals

    Tax season puts heavy pressure on professionals in the industry, and every Tax Pro could use an additional pair of hands. Textellent has created a text messaging platform that automatically keeps your clients informed of the tax process with personalized touchpoints. Perfect for Accounting and Tax Professionals, this service promises to make your tax season… Read More

  • Silver lining for Tax Preparation Services

    This is crazy time for tax professionals. With this being the longest tax season in America’s history it poses new challenges, as well as significant opportunities to grow your practice. You must not only embrace working remotely and serving clients in a safe manner, but you must also try to become experts in new government… Read More

  • Tax Preparation Software With Texting Boosts Referrals and Reviews

    Central Valley Tax Services (CVTS) has been providing consumers with help developing financial plans, tax strategies and tax preparation. OBJECTIVE Firm was looking for a way to grow the practice and save time so that precious billable hours weren’t spent on trying to set up client appointments, reminders and sending out tax change notifications THE CHALLENGES Central… Read More

  • Best Practices for Tax Preparation Marketing

    When used wisely, text message marketing produces extremely high results and offers practitioners a powerful means of growing their practice Industry numbers indicate that more than 98% of text messages are delivered and 90% read within 3 minutes of receipt! In comparison, consumers today perceive 90% of their emails as SPAM and an average email… Read More

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