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Tax Season Campaign Text Messaging Software

Reach taxpayers instantly with automated text reminders for filing deadlines, appointment confirmations, and document requests. Textellent streamlines your tax season workflow with personalized messaging that keeps clients informed and responsive. Handle questions in real-time while reducing no-shows and last-minute rushes through intelligent, timely communication from your business number.
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Turbocharge Tax Season Text Campaigns

Achieve faster tax season results by sending timely texts that clients actually read and respond to. With 98% of texts opened within minutes and replies arriving up to 10x faster than email

Your firm can automate appointment reminders, document requests, and refund updates so fewer calls pile up and clients stay informed. 75% of taxpayers prefer texting over phone calls during stressful filing deadlines

Maximize Tax Season Results With Text Campaigns

Transform your tax season workflow by connecting with clients through their preferred communication channel. Text messaging delivers instant document collection, appointment confirmations, and deadline alerts that keep your practice running smoothly. When clients receive real-time updates about their returns and refund status, satisfaction increases while administrative tasks decrease, letting your team focus on complex tax preparation instead of repetitive follow ups.

98%

of texts are read immediately

70%

of consumers want to text businesses

40%

of consumers said they have tried to text a business

Transform Tax Season Outreach With Targeted Texts

Maximize client engagement during filing season by delivering critical tax information directly to mobile devices where your clients spend their time. Targeted text campaigns streamline document collection and appointment scheduling while reducing the administrative burden on your staff.

When taxpayers receive personalized messages about missing forms or upcoming deadlines, your practice operates more efficiently and clients feel supported throughout the entire preparation process.

Everything You Need to Scale SMS

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Everything You Need to Text at Scale

  • Textellent Messenger

    The Textellent Messenger is a Chrome extension that lets your team text inside the apps you already use—no code, no tab-switching. View full conversation history, reuse approved templates and media, and keep replies organized in a shared inbox.

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  • Integrate SMS

    Textellent integrates with 800+ apps—CRMs, schedulers, forms, and payment platforms—so data flows in and texts go out at the perfect moment. Map fields once, tag contacts consistently, and keep systems in sync.

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  • Automations

    Turn common events into automatic SMS touchpoints: new leads, appointments, payments, status changes, and more. Build simple, rules-based flows that send the right text and follow-ups without manual work.

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  • Franchisor Module

    The Franchisor Module gives franchisors clear visibility across locations while empowering franchisees to execute consistent, on-brand texting that drives growth. Scale what works and spot where support is needed—fast.

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  • AI Rewriter & Translate

    Instantly polish your texts and translate them into different languages, making communication faster and more accessible.

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  • Mobile App

    Keep conversations moving on the go. The Textellent Mobile app brings your shared inbox to iOS & Android with real-time push notifications, quick-reply templates and media, conversation assignment, and full sync to your CRM—so nothing slips through when you’re away from your desk.

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Turn Texts Into Appointments and Filed Returns

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FAQs About Tax Season Campaign Text Messaging Software

How can tax professionals streamline client communication during busy filing periods? −
Tax season demands rapid response times and consistent client updates. Textellent automates appointment confirmations, document request reminders, and deadline alerts so your team can focus on preparing returns instead of chasing clients.
What makes text messaging effective for tax deadline reminders? +
Clients check their phones constantly, making SMS the fastest way to reach them about approaching deadlines or missing documents. Text messages achieve 98% open rates within minutes, preventing last-minute scrambles and missed filing dates that could result in penalties.
Can tax firms send secure messages about sensitive financial information? +
Textellent enables secure communication for appointment scheduling, document status updates, and general reminders while keeping sensitive data protected. You can notify clients when their return is ready or request specific forms without exposing confidential details through text.
How does automated messaging help during peak tax season? +
Automation handles repetitive tasks like extension reminders, quarterly payment alerts, and follow-up sequences without staff intervention. Textellent triggers messages based on client actions or calendar dates, keeping hundreds of clients informed simultaneously while your preparers stay focused on complex returns.
Can we segment tax clients for targeted campaign messages? +
Absolutely. Textellent allows you to group clients by filing status, business type, or service history to send relevant updates. Send estimated tax reminders only to quarterly filers or year-end planning tips exclusively to business clients, maximizing engagement through personalized relevance.
Does text messaging software integrate with tax preparation platforms? +
Yes. Textellent connects with popular accounting and tax software to sync client data, appointment schedules, and campaign triggers automatically. This integration eliminates double entry and makes sure every client interaction stays coordinated across your entire practice management system.