Business Text Messaging for Accounting and Tax Professionals

First, Make it Easier to Work with YOU!

Adding texting to your business phone line makes it easier for new and existing clients to work with you. Make it easy to reach you without the need for phone calls. Go even further and add the “Text Us Now” button (a text-chat widget) to your website so they can easily inquire about your services.

Ensure Past Clients Return Every Year – Automatically

Best way to acquire new customers is to keep your existing customers. When tax season arrives, Textellent uses the data in your tax software to determine the best time to automatically send a personalized text inviting clients back to do their taxes based on when they came in the previous year—i.e., those that typically come in April don’t want to be reminded in February. Textellent uses the data in your tax software to get that client back in the door by automating that outreach and eliminating the multiple phone calls and emails that might be missed.

Boost Your Advertising Success with Text-in Keywords

Looking for an innovative way to bring in new clients—especially younger ones? Whether you advertise with postcards, Facebook ads, radio, or a form on your website, use a text-in keyword to invite prospective clients to text you directly to learn more about your services. 

Work Smarter Off the Phone

“To-the-point” texting often gets a response faster, avoiding the need for multiple lengthy phone calls that might waste precious time.

Easily Resolve Questions or Missing Paperwork without a Call

Automating key communication touchpoints protects your billable time (i.e., eliminate calls to chase clients, deliver appointment reminders, follow up on items, etc.). Use our business-texting platform for Accounting and Tax Professionals to automatically send paperwork reminders or 1:1 text messages to gather missing information or handle other issues. Clients can even text pics of needed items. Clients love responsiveness, and it sends the message that you respect their time.

Notify Clients When Returns Are Filed or Refunds are Ready

All tax pros have clients that keep calling about the status of their return or refund. Now, you can simply send a text as soon as those milestones occur. Depending on your software, this too could be done automatically. You and your staff spend less time answering those routine calls and more time completing returns. 

Automatically Text Clients Back After Hour—or Even When You’re Too Busy

When your office is closed, or you and your staff are simply too busy to respond to incoming texts, set an after-hours or busy-period responder that automatically lets clients know when they can expect to hear back from you.

Text Directly from Your Tax Software

As you’re working on a return within your tax software, you might have a question and want to text your client without losing your place. If your tax software is browser-based, use the Textellent Messenger (a free Chrome-based extension) to bring up a texting window that also shows all previous history right in your current screen. That way you can text your client the question while it’s fresh in your mind.

Elevate Your Professionalism

When customers get consistent and relevant (and automated!) text communications at every stage of the tax-prep cycle, it reminds them they’re in good—and professional—hands.

Show You Care with Personalized (& Automated) Birthday Greetings

Since tax professionals typically know their clients’—and spouses’—birthdays, use that to deepen your relationships with them. Everyone appreciates a birthday wish, and they’ll think it’s a “sweet” way to let them know you care while building loyalty!

Get Personal Year-Round & Stay top of Mind

From holiday-greeting SMS templates to special tax tips and news, automating your ongoing “touches” keeps you top of mind all year long with one click using our text blasts. Textellent’s clients report that a “Happy New Year” greeting gets clients thinking about their tax professionals and primes the pump for the next tax season’s business.

Skip “Phone Tag” and Eliminate No Shows

When tax season starts, our unparalleled scheduling application lets you or your clients book appointments (our customers have seen up to 80% of their clients self-book!). You or they will only see the available times on your calendar, which syncs with your and your staff’s personal calendars. If you have multiple staff members, clients can pick the provider they want and see that person’s schedule. Once an appointment is booked, they receive a text and email confirmation, while triggering personalized automated text reminders about what to bring (multiple ones if necessary) that come from your number – not a random one..

Missed Appointments are Prompted Automatically to Reschedule

If an appointment is missed, they’ll automatically receive a text prompting them to reschedule. Lost appointment impact cash flow. Textellent can help you get those clients back on the schedule.

Larger Office? – No Problem

Booking and managing appointments for multiple staff members and multiple types of services—even reserving some slots for VIP appointments—are all possible with Textellent’s robust scheduling-software module.

Special Business Texting Integrations for Accounting & Tax Pros

Textellent has created a host of unique and pre-built tax-based SMS campaigns and integrations for every leading tax software. These special packages for tax professionals include all the above automations that would otherwise be unavailable or cost extra with our other retail packages. Schedule a Demo to learn more about these tax pro packages.