Automated invitations, reminders, review and referral requests, and two-way texting that plugs into your tax software, so nothing falls through the cracks during busy season.
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“It’s wonderful. It saves me 15–20 hours a week at least!” Kathy H., Kathy’s Tax Services
Our text-messaging platform automates the personalized “touch points” that keep clients coming back every season and informed throughout the tax process. Textellent started in the tax industry, so our business-texting service is designed specifically for tax professionals.
Use texting to streamline tax season and year-round communications, leading to a steadily growing practice, satisfied clients, and an enhanced professional image.
Adding texting to your business phone line makes it easier for new and existing clients to reach you without phone calls. Go further and add the “Text Us Now” button (a text-chat widget) to your website so they can easily inquire about your services.
The best way to grow your client base is to keep the clients you already have. When tax season arrives, Textellent uses the data in your tax software to send a personalized text inviting each client back at the right time, based on when they came in last year. Clients who usually come in April won’t be reminded in February, and you skip the phone calls and emails that get missed.
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 prospects to text you directly to learn more.
Once a return is complete, Textellent sends the right ask at the right moment, so you never have to chase a review or a referral again.
When a return is filed, Textellent uses your tax software to text a thank-you and a review request. Include a picture of 5 stars so clients get the hint! More reviews can also boost your SEO rankings.
Satisfied clients are happy to recommend a trusted advisor. Send a text blast thanking clients, with a discount for every successful referral. Tax professionals have seen referrals increase by 10–20%.
“To-the-point” texting often gets a faster response, avoiding multiple lengthy phone calls that waste precious time.
Automatically send paperwork reminders or 1:1 texts to gather missing information, with a secure upload link for documents. It protects your billable time and shows you respect theirs.
Stop fielding “where’s my refund?” calls. Send a text as soon as those milestones occur, automatically with many tax software packages, so your staff spends more time completing returns.
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.
Working on a return and have a question? If your tax software is browser-based, use the Textellent Messenger (a free extension for Chrome and Edge) to open a texting window with the client’s full message history, right on your current screen. Text your question while it’s fresh in your mind, without losing your place.
When clients get consistent, relevant (and automated!) texts at every stage of the tax-prep cycle, it reminds them they’re in good, professional hands.
Tax professionals typically know their clients’ and spouses’ birthdays, so use that to deepen relationships. Everyone appreciates a birthday wish, and it’s a “sweet” way to show you care while building loyalty.
From holiday-greeting SMS templates to tax tips and news, automated text blasts keep you top of mind all year with one click. Textellent clients report that a “Happy New Year” greeting gets clients thinking about their tax pro and primes the pump for next season.
Let clients book their own appointments, seeing only the times that are open on your calendar, which syncs with your and your staff’s personal calendars. With multiple staff, clients can pick their preferred provider. Every booking triggers a text and email confirmation plus personalized reminders about what to bring, all from your number, not a random one.
Up to 80% of clients self-bookIf an appointment is missed, the client automatically receives a text prompting them to reschedule. Lost appointments impact cash flow, and Textellent helps you get those clients back on the schedule.
Book and manage appointments for multiple staff members and multiple types of services, and even reserve slots for VIP appointments, with Textellent’s robust scheduling module.
How D&J Income Tax Services filled 100 appointments in five days with a single text blast, without making one phone call.
I sent a text blast out after Christmas; within five days, we had 100 appointments booked, and I didn’t make one phone call. Also, we have two new clients from the text blast!!! It more than paid for itself.
Pick a message type, enter your mobile number, and get a real sample text on your phone in seconds. It’s exactly what your clients will see.
It saves me 15–20 hours a week at least! I couldn’t imagine how it could work any better with my tax software than it already does.
80% of my clients booked their own appointments via the text campaign… saved me at least 60 hours!⏱ 60+ hours saved
My business has grown by more than 30% because of the follow-ups done by Textellent to set appointments and return to get tax work done. Textellent has made my clients more loyal and engaged and saved me hours of phone calls that used to go unanswered.📈 30%+ business growth
Textellent has increased my client base to 350 clients yearly. It makes communication with my clients easy. The fact that they do everything, such as text blast to all of my clients and my appointment book.📈 Client base grown to 350 yearly
Prior to using this software, it was not enjoyable to copy and paste the same texts to all clients. As my firm has tripled in size, Textellent has been essential in my growth.📈 Firm tripled in size
In order to prevent a phone system overload (and angry clients!), we sent updates to the entire client population every time the government announced a change to unemployment, EIDL grants and PPP loans. Clients thanked us for the timely, relevant, actionable advice.
Email was not effective anymore; too much spam. We now have a way to inform our clients efficiently, and they have the ease of responding on their own time!
Textellent is a perfect partner for me this tax year. I gained new clients this year because of the referrals. Birthday greetings are also an added bonus and everyone seemed to like that message. Tech support are amazing!🎯 New clients from referrals
We use Textellent primarily during tax season to assist clients through the process. We have become very reliant on the text blast and one off messaging functions to provide the quick and convenient service our clients have come to expect.🤝 4-year Textellent customer
Our clients and our entire office love Textellent. It’s so convenient, easy to use to share information and documents, even our elderly clients use it! Textellent customer service is top notch, easy to reach and helpful and friendly.
Real tax practices share how texting changed their season.
Textellent has created a host of unique, pre-built tax-based SMS campaigns and integrations for every leading tax software. These special packages for tax professionals include all the automations above, which would otherwise be unavailable or cost extra with our retail packages. Schedule a demo to learn more about these tax pro packages.
You handle sensitive client information every day. Textellent is built to keep your texting compliant and your data protected, and our team helps you set everything up properly, with onboarding, training and ongoing guidance.
Guided 10DLC setup helps keep your practice compliant with TCPA rules and regulations.
Opt-in and opt-out tools for every contact, so you only text clients who want to hear from you.
Secure cloud infrastructure with industry-standard encryption and multi-factor authentication.
Enterprise-grade reliability, because your busy season can’t afford downtime.
Textellent’s business texting service works with all the leading tax software packages to monitor when clients come to your practice and follow the status of their tax returns to trigger the appropriate text messages. For example, Textellent sends a text inviting clients back three weeks before they did their taxes the previous year.
Many tax practices depend on referrals and good reviews. Textellent can automatically request a review (based on tax return status) once a return has been filed, and ask for referrals. Asking via text is gentle and less awkward than asking in person. Many Textellent clients see a 10–20% increase in referrals and a 300–400% increase in posted reviews by using texting.
Absolutely. Texting your clients cuts down on lengthy phone calls and gets you answers quickly. You preserve your billable hours by moving clients to texting, and your clients will love the professional service.
Unlike most industries, tax pros know their clients’ birthdays, so an automatic birthday greeting is a great way to make clients feel special. Many tax professionals also text tax tips and strategies, and end-of-year holiday greetings and marketing messages help clients think of you as tax season approaches.
Textellent offers robust multi-user, multi-service scheduling with pre- and post-meeting messages (like what to bring to your tax appointment), multiple reminders, and review and referral requests, all automatically tied to appointments. It significantly cuts down on missed and no-show appointments. Textellent can also integrate with third-party scheduling systems, and all calendar functions sync to personal Outlook, Google Calendar, and more.
Yes. Textellent includes guided 10DLC setup for TCPA compliance, built-in opt-in and opt-out tools, and secure cloud infrastructure with encryption and multi-factor authentication. As a best practice, never collect SSNs or full account numbers by text.
Texts come from your own business number, so clients recognize you instantly, not a random short code. Setup takes minutes, and our team helps with onboarding and training so you’re ready before your busy season starts.
Join thousands of tax pros who automate invitations, reminders, document requests, reviews and referrals. Setup takes minutes, so you’re ready before the rush.
No credit card required · 14-day free trial · Setup in minutes
