Convert more leads
- Instant follow-ups & 2-way texting
- Smart campaigns when prospects go quiet
- Track replies and hand-offs in one place
LIVE DEMO FOR TAX & ACCOUNTING TEAMS
Book Your Textellent Demo
See how Textellent helps tax practices convert more inquiries, collect organizers & missing documents faster, and reduce no-shows with secure, automated texting and built-in scheduling.
WHY TEAMS CHOOSE TEXTELLENT
Get a Tax Demo
Outcomes you’ll see in your first 90 days
Focused on quick wins and long-term scale—without adding more work to your plate.
Reduce no-shows
- Automated reminders with confirmations
- Easy scheduling links
- Templates your team can actually use
Save time with automation
- Works Directly with your Tax Software
- Invite previous years clients back
- Campaigns for every touchpoint during tax season
What happens on the demo
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1
Share your goals
Tell us who you serve, your current tools, and the bottlenecks you want to fix first.
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2
See your use case
We’ll show the exact templates, automations, and integrations that fit your team.
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3
Get a rollout plan
Walk away with next steps, timing, and a clear success checklist.
FAQs
How long does the demo take?
Most demos take 20–30 minutes, depending on your workflows and questions.
Do you work with my tax software?
Yes, we integrate with all major tax preparation software.
Can we text from our firm’s existing office number (not personal cells)?
Yes—Textellent can text-enable your current office line so your team sends/receives two-way texts from a shared inbox. No one has to use their personal cell number.
Which client touchpoints can we automate from our tax software status?
Invite prior-year clients back, remind clients of missing paperwork, win back non-returners, send gentle post-filing referral/review requests, schedule holiday/birthday greetings, and share tax tips or other services—automatically, based on client status.
Prefer to explore first?
Start your free trial
14 days free. No credit card required.