Textellent + TaxWorks
Integrated Text Messaging for Tax Professionals
Textellent offers robust but user-friendly Business Texting and Appointment Scheduling solutions for tax and accounting professionals. Text Messaging for Tax Pros works to streamline your practice with automatic personalized text campaigns triggered by non-sensitive data in your TaxWorks system.
Integrating Text Messaging with TaxWorks for Better Client Engagement
Working effectively as a virtual assistant with your TaxWorks system, Textellent empowers you to text-enable your current office number and send clients tailored and relevant text messages automatically. Learn how you can:
- Raise your client retention rates
- Broaden your client base by gathering new leads
- Easily approach clients for referrals & reviews
- Streamline your appointment process and save your staff time
- Text birthday & holiday messages year-round
- Reduce frequent or lengthy phone calls
OurTestimonials
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."
Los Angeles, CA
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!"
TaxSavers Tax & Financial Services LLC | Las Vegas, NV
It’s wonderful. It saves me 15-20 hours
a week at least! I couldn't imagine how it could work any better with TaxWise than it already does."
Kathy’s Tax Service, LLC