How it Works
1. Activate your campaigns
2. Upload your client list regularly
3. Personalized Messages are sent out to your clients
4. Your clients text you back or call you back daily
5. Reply to clients from computer or from your mobile
We Make it Easy for You
It’s easy to get started with your free trial. You don’t need to install any software. You don’t need any special technical skills beyond familiarity with your own tax preparation software. All it takes is 45 to 60 minutes on the phone with a Textellent client success manager. Once you create your account, we will contact you to schedule this call. During your on-boarding call, your client success manager will walk you through each of the above steps at a pace comfortable to you. By the time you hang up the phone, you will be up and running. You will have all of the following powerful marketing strategies working for you. It’s that simple. Our new self-service appointment scheduling feature along with the automated appointment reminders will make appointments a breeze. Empower your clients to manage their own appointments while still operating within your business hours and requirements. Eliminate the no-shows with timely & automated appointment reminder text messages.
Which Tax Software do you use?
We can work with all major tax preparation software:
- Cross Link
- Jackson Hewitt
- Liberty Tax
- OLT Pro
- RightWay Tax Solutions (Premium Partner)
- SimpleTax (Premium Partner)
- Tax Act
- Tax Slayer Pro
- Taxware (Premium Partner)
- Tax Works
- Taxes & PR (Premium Partner)
- Ultra Tax CS
- UpTax (Premium Partner)
What Our Clients Say
Everyone loves positive feedback. We are no exception Fortunately there’s no lack of positive comments
from our consulting clients. Here's a Sample of Comments from our Clients
Thanks for giving us the ability to keep in touch with our clients ALL year long! Our clients tell us that they love how easy it is to contact us at any time (even during off-season). The best marketing dollars I've spent this year.
Tony MotleyValley Stream, NY
By utilizing Textellent our clients were communicating with us more than ever during the Tax season and during the off-season that we saw a definite increase in our business compared to last Tax season.
Jennifer HearnLos Angeles, CA
Tax Pro Success Story
Try Us Now
See what Textellent can do for you. Take advantage of our Risk-Free trial.