Textellent with TaxWise
Textellent serves thousands of tax professionals with Business Texting and Appointment Scheduling solutions. Texting can streamline your practice by automatically sending personalized texts by using non-sensitive data in your TaxWise® system.
How Your Practice Can Benefit from Texting
- • Increase retention rates by better communicating with clients
- • Grow client base by automating the process of seeking referrals & reviews
- • Streamline the process of getting clients to return and set appointments
- • Keep clients informed by leveraging non-sensitive tax software data
- • Cut down on lengthy and repeated phone calls with texting
- • Send birthday & holiday greetings year-round – automatically
- • Position yourself for strong growth year after year
*Try our Sample Messages: Your information will be kept private and will not be shared outside of Textellent.
Hear From a Tax Pro
OurTestimonials
Textellent is a great platform to keep clients aware of services
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
See the ROI from different practice sizes
| Practices with 201-500 returns | Practices with 501-1,000 returns | Practices with 1,001-2,000 returns | Practices with 2,000+ returns | |
|---|---|---|---|---|
| Text Sent Automatically | 938 Reducing Phone Calls | 2,292 Reducing Phone Calls | 4,818 Reducing Phone Calls | 15,006 Reducing Phone Calls |
| Customer Engagements Produced | 108 61 Incoming Calls 47 Incoming Texts | 252 137 Incoming Calls 115 Incoming Texts | 467 226 Incoming Calls 241 Incoming Texts | 1,383 750 Incoming Calls 633 Incoming Texts |
| Avg. Text Sent Per Contact | 4.5 Staying Top of Mind | 4.5 Staying Top of Mind | 4.5 Staying Top of Mind | 4.5 Staying Top of Mind |
| Employees Saved | 1/2 Per Location | 3/4 Per Location | 1 Per Location | 2 Per Location |
| Payroll Hours Saved | 135 Per Office | 255 Per Office | 391 Per Office | 913 Per Office |
| Opt-Out Rate | 0.33% | 0.33% | 0.33% | 0.33% |