
Textellent with Verito

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 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.
Our Tax and accounting plans contain a wide range of automated templates customized to work with your existing tax software. Our service is priced based on your number of offices and clients. Enter that data in the calculator below to get a quote. Please note that our appointment software is optional.
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% |
Payroll Dollars Saved | $2,025 | $3,825 | $5,865 | $13,695 |
What do our clients say?
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OurTestimonials
Textellent is a great platform to keep clients aware of services
We enjoy the ability to keep in touch
It’s wonderful. It saves me 15-20 hours
We work with all Major Tax Preparation Software