Engage PY Clients Now for a Stronger Tax Season
Use Text Blasts Now To Get Ahead Of Tax Season
December and January give you the perfect window to re-engage clients, send IRS updates, and book appointments before the rush begins.
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Hi there,
Text blasts are one of the most effective ways to re-engage clients before tax season officially begins. December and January give you the perfect window to send IRS updates, share holiday or New Year messages, and promote early-bird scheduling so your practice stays top-of-mind.
Tax offices are sending text blasts now to warm up their contact lists and re-engage prior-year clients. This way, they can easily book appointments before tax season even starts, making their workloads smoother and tax season more predictable overall.
What We’re Covering:
- Out-of-Office Responders for the holidays
- The Mobile App: Stay responsive from anywhere
- SMS Payment Reminders that actually work
- Holiday and New Year templates
- AI Rewrite & Translate features
Stay Connected During The Holidays
Out-of-Office Responders For The Holidays
If you are stepping away, make sure every incoming text gets an automatic, helpful reply. Our Out-of-Office Responder keeps clients informed and protects your response times during the busiest stretch of the year.
The Mobile App: Stay Responsive From Anywhere
The days of being tied to your desk are long gone. With the Textellent mobile app, you can:
- Reply to clients instantly
- View conversations and message history
- Send reminders or follow-ups on the fly
- Keep your speed-to-lead tight, even when you are out of the office
A quick response can make the difference between booking a return or losing it to another preparer.
SMS Payment Reminders That Actually Work
Late payments and uncollected balances add up fast this time of year. A simple automated text reminder often gets clients to pay the same day, especially when it includes:
Holiday and New Year Templates
We have refreshed our Holiday and New Year 2026 templates. You can customize these ready-to-send messages in seconds. Use them for warm greetings or soft promotional touches as you prepare for January.
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Pro Tip: Use AI Rewrite & Translate
Short on time? Instantly polish your texts and translate them into different languages, making communication faster and more accessible.
Ready to try it for yourself and make Tax Season 2026 your best yet?
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