+1 972-200-7250

Tax Preparation Services

Why Texting for Tax Preparation Services?

Texting is an extremely effective communication & marketing channel for tax preparation services. 98% of text messages are read within 3 minutes of receipt! That’s significant when you consider that 90% of emails are considered SPAM so email marketing for tax professionals just isn’t as effective anymore. Whether you are marketing an accounting firm or just marketing tax services.

Textellent offers a texting service especially designed for the TaxPro. It works directly with all the leading software for tax preparers allowing you to provide exceptional and personal customer service, while supporting you in marketing tax services as well. The result is a proven approach that helps you better manage and grow your practice while saving many hours of work each day!

How You Can Benefit from Tax Preparation Marketing

  • Increase retention rates by better serving clients during the tax return process
  • Using your tax preparation software, to automatically let clients know tax return status
  • Streamline the process of setting appointments and sending reminders
  • Cut down on lengthy phone calls by texting and maintaining text history
  • Automate process of generating referrals and reviews to grow your practice
  • Send birthday & holiday greetings year round – automatically
  • Position yourself for strong growth in the next tax season

How It Works

See for Yourself How it Works

Send yourself some of our sample messages. Using the data in your tax preparation software, Textellent can automate the work of marketing for accounting firm with messages like the following:

  • Remind clients of upcoming appointments
  • Alert clients of missing paperwork
  • Notify clients when return is filed
  • Automatically thank clients and ask gently for referrals
  • Send birthday greetings
  • Offer holiday greeting throughout the year

Textellent’s automated service can be your solution for marketing for accountant or a competent tax practice marketer.

Which Tax Preparation Software do you use?

We work with all major tax preparation software:

What do our clients say?

Monthly or Yearly Subscription fee for base package

  • Please use the Price Calculator on the right to get the exact price for the tax marketing services for your office
  • All text campaigns are free of charge. Only additional message fees are charged for separate text blasts and customized drip campaigns
  • Yearly option offers a 15% discount
  • One time activation fee $39 per office
  • Free trial period
  • Optional: Appointment Scheduling and Reminder Module


Let our Client Success team show how to benefit from text marketing for tax professionals no charge or commitment

See Us at Events from

What do our clients say?

David Riggs

David Riggs

Accounting Services of York | York, PA

We have really enjoyed Textellent and so have our clients. Our clients love the convenience of Textellent too. Many have even text us to schedule appts! We love that Textellent is automated! So easy to use. We don’t have to remember our client’s birthdays and reminder dates. And we save so much money by sending automated texts vs. doing postcards, or even phone calls!

Carol Thomas

Carol Thomas

Los Angeles, CA

Textellent is a great platform to keep clients aware of services plus the added value of sending a text to say thank you or happy birthday is just good way to make customers feel that they are important to the company.

Greg Younts

Greg Younts

TaxSavers Tax & Financial Services LLC | Las Vegas, NV

We enjoy the ability to keep in touch with our clients ALL year long! It’s easy and cost effective. Reminding folks of missing paperwork and getting their attention has never been easier! And now we are launching our tax resolution business and plan to utilize it for that too!


See how business texting services can help achieve your business goals

Tax Marketing Ideas to Boost Referrals and Online Reviews

Central Valley Tax Services (CVTS) has been providing consumers with help developing financial plans, tax strategies and tax preparation. Firm was looking for a way to grow the practice

Empowering Customers to Book Their Own Appointments

D&J Professional Services helps small businesses with business plans, financial planning services, tax strategies and tax preparation. They work with a range of clients that come from all walks of

Good Advice for Marketing Tax Services

Every tax season you have to face some of the same issues. How many of my previous clients will return? How hard will I have to work to get the